Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Trevor Greear is a financial advisor with over 13 years of experience in the industry. William is currently registered with Private Advisor Group, LLC and CME Financial Services, LLC. William holds a Series 7, 63, and 65 licenses and has a strong background in financial planning, portfolio management, and retirement planning. William is dedicated to providing personalized financial advice to help individuals and families achieve their financial goals. William is passionate about helping clients build a secure financial future and is committed to providing them with the highest level of service and expertise.
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.
Solicitation/referral
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.
Solicitor/referral fees
1
2
NJ
10/17/2016 - Present
Private Advisor Group, LLC (MORRISTOWN NJ)
OH
03/18/2009 - 10/17/2016
FORTUNE FINANCIAL SERVICES, INC. (DUBLIN OH)
BC
Issued 07/18/2012
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/26/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/05/2018
Series 7 - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure William Greear is the right advisor for you? Invested Better is here to help.
