Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Victor Gibbons is a registered representative with LPL Financial LLC and Northeast Planning Associates, Inc. William has been in the industry since November 1987. William is registered with the following states: Florida, Georgia, Massachusetts, New Hampshire and Tennessee. William has the following designations: Chartered Financial Consultant. William is currently registered as an Investment Advisor Representative (IAR) with Northeast Planning Associates, Inc.. William has also worked with Mutual Service Corporation and Veravest Investments, Inc..
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NH
08/06/2007 - Present
LPL Financial LLC (BEDFORD NH)
NH
11/26/2003 - 12/31/2007
MUTUAL SERVICE CORPORATION (BEDFORD NH)
MA
11/13/1987 - 11/12/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
IA
Issued 01/02/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/03/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/2014
Series 7 - General Securities Representative Examination
BC
Issued 08/15/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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