Unclaimed
William Stirling Pittman is a financial advisor at MML Investors Services, LLC, in Oxford, Mississippi. William has been in the financial services industry for over 14 years. William has held previous positions at Valic Financial Advisors, Inc. and Next Financial Group, Inc. William has a Series 7 and Series 66 registration.
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.
Asset allocation programs
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.
Solicitors fees
1
2
MS
02/28/2022 - Present
MML Investors Services, LLC (OXFORD MS)
MS
06/28/2010 - 02/18/2022
VALIC FINANCIAL ADVISORS, INC. (RIDGELAND MS)
MS
08/29/2008 - 06/29/2010
NEXT FINANCIAL GROUP, INC. (TUPELO MS)
BOTH
Issued 01/22/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/27/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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