Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Stanley Campbell is a financial professional with over 20 years of experience in the financial industry. William is registered with Osaic Institutions, Inc. and is also registered in 8 states including Florida, Georgia, Kentucky, North Carolina, Ohio, Texas, and California. William has experience working with a wide range of clients, including individuals, corporations, and charitable organizations. William holds the Series 63, 65, 7, 24, and SIE securities licenses and is committed to providing clients with personalized financial advice.
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.
Personalized portfolio management to meet individual financial objectives.
Solicitation services for other advisers
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.
A percentage of the total value of assets under management is charged.
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2
NC
11/06/2012 - Present
Osaic Institutions, Inc. (Chapel Hill NC)
FL
03/07/2003 - 11/09/2012
LPL FINANCIAL LLC (OCALA FL)
NY
01/17/2001 - 03/12/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
GA
12/17/1997 - 01/19/2001
SUNTRUST SECURITIES, INC. (ATLANTA GA)
IA
Issued 01/30/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/30/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/12/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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