Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Simmermacher is a financial advisor at LPL Financial LLC in Huntington, NY. William has been in the financial services industry since 2007 and has a strong background in providing financial advice to individuals and families. William is a Chartered Financial Analyst. He is registered with FINRA and holds the Series 63, 7, and SIE licenses. William previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Mercer Allied Company, L.P.. William is committed to helping his clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NY
08/16/2021 - Present
LPL Financial LLC (HUNTINGTON NY)
NY
04/03/2017 - 03/08/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
11/07/2014 - 02/27/2017
MERCER ALLIED COMPANY, L.P. (NEW YORK NY)
NY
10/12/2007 - 11/03/2014
UBS SECURITIES LLC (NEW YORK NY)
BC
Issued 11/15/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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