Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Summerlin is a financial advisor in Jacksonville, Florida with 17 years of experience in the industry. William currently works for The Leaders Group, Inc. Prior to joining The Leaders Group, Inc., William worked at MORGAN KEEGAN & COMPANY, INC. and PRINCOR FINANCIAL SERVICES CORPORATION. William is registered with FINRA and has passed the Series 6, Series 7, and Series 63 exams. William is licensed in Florida and Georgia.
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.
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.
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2
FL
06/15/2010 - Present
THE Leaders Group, Inc. (Jacksonville FL)
FL
04/07/2008 - 03/29/2010
MORGAN KEEGAN & COMPANY, INC. (JACKSONVILLE FL)
FL
11/23/2005 - 04/08/2008
PRINCOR FINANCIAL SERVICES CORPORATION (JACKSONVILLE FL)
CA
01/10/2005 - 10/13/2005
TRANSAM SECURITIES, INC. (LOS ANGELES CA)
BC
Issued 07/18/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/2008
Series 7 - General Securities Representative Examination
BC
Issued 01/08/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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