Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam T French is a financial advisor who has been in the industry since 2012. William is currently registered with Morgan Stanley and has been with the firm since October 2021. Prior to that, William was registered with Northwestern Mutual Investment Services, LLC. William holds a Series 7, Series 66, and Series 7TO license. William provides financial planning, pension consulting, educational seminars, and portfolio management services to individuals, businesses, and investment companies. William is also a board member of Trenchard Farms and a member of the Finance Committee at First Presbyterian Church of Fort Lauderdale.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
FL
01/24/2022 - Present
Morgan Stanley (Fort Lauderdale FL)
IL
12/07/2018 - 10/20/2021
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (SKOKIE IL)
FL
10/11/2012 - 07/30/2013
EDWARD JONES (PLANTATION FL)
BOTH
Issued 01/11/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/07/2018
Series 7TO - General Securities Representative Examination
BC
Issued 11/08/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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