Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Morrissey is a financial advisor who has been in the industry for over 40 years. William has a Series 7, Series 24, and Series 63 license. William is currently registered with EP Wealth Advisors and has previously been registered with Securities America, Inc., Sentra Securities Corporation, and Structured Shelters Securities, Inc. William has a strong background in financial planning and portfolio management. William provides retirement plan advisory services and tax preparation 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.
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.
Retirement plan advisory services & tax preparation 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.
A percentage of the total value of assets under management is charged.
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2
WA
12/14/2021 - Present
EP Wealth Advisors (Mount Vernon WA)
NA
11/03/1992 - 09/15/1994
SECURITIES AMERICA, INC.
NA
12/15/1982 - 11/11/1992
SENTRA SECURITIES CORPORATION
NA
08/31/1982 - 02/17/1983
STRUCTURED SHELTERS SECURITIES, INC.
BC
Issued 08/23/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/04/1984
Series 24 - General Securities Principal Examination
BC
Issued 08/21/1982
Series 7 - General Securities Representative Examination
Active
Inactive
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