Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Thomas Breon is a financial advisor with Edward Jones. William has been in the industry for over five years and holds several licenses and registrations, including the Series 7TO, Series 66 and SIE exams. William is registered in multiple states, including Virginia, Delaware, Florida, North Carolina, Ohio, and New Jersey. William's previous work experience includes roles at Spectrum Financial, Inc., Ruth's Chris, Halloran Farkas + Kittila LLP, Delaware Swim & Fitness, Conrad Schools of Science, and Regent University. William also runs their own clothing and apparel brand, Will Breon. William specializes in working with individuals, corporations, and high-net-worth individuals and provides financial planning services, portfolio management services, and pension consulting services.
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.
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.
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.
See schedule d - miscellaneous
1
2
VA
03/09/2023 - Present
Edward Jones (VIRGINIA BEACH VA)
BOTH
Issued 03/08/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/14/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/07/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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