Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Thompson is a financial advisor at Mercer Global Advisors Inc. William is a Certified Financial Planner™ and has over 10 years of experience in the financial services industry. William is registered with the state of Maryland and Virginia to provide investment advisory services. He is also a licensed Series 7, Series 63, and Series 65 representative. William specializes in providing financial planning, investment management, and trust services. He helps individuals and families achieve their financial goals, including retirement planning, college savings, and estate planning.
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.
Trust services, estate planning, tax return preparation, consultation
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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VA
08/08/2023 - Present
Mercer Global Advisors Inc. (McLean VA)
IL
08/31/2021 - 06/23/2022
AUSDAL FINANCIAL PARTNERS, INC. (CHICAGO IL)
IL
11/13/2017 - 07/27/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHICAGO IL)
GA
10/03/2013 - 10/12/2017
E*TRADE SECURITIES LLC (ALPHARETTA GA)
IA
Issued 03/09/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/19/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/2013
Series 7 - General Securities Representative Examination
Active
Inactive
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