Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Walker is a financial advisor with over 12 years of experience in the financial services industry. William currently works for United Capital Financial Advisors, LLC, where he is an Investment Advisory Representative and Wealth Manager. William has worked for various firms over the years, including Mercer Allied Company, L.P., Goldman Sachs & Co. LLC, Cetera Advisor Networks LLC, MML Investors Services, LLC, and MSI Financial Services, Inc. William is registered to provide investment advice in Delaware, New Jersey, New York, and Pennsylvania. He holds a Series 7 and Series 66 license, as well as the SIE exam. William also holds the Certified Financial Planner and Chartered Financial Consultant designations.
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.
Sub-adviser for other investment advisers
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.
1
2
PA
06/20/2018 - Present
United Capital Financial Advisors (LANGHORNE PA)
NY
10/10/2022 - 11/22/2023
MERCER ALLIED COMPANY, L.P. (COHOES NY)
PA
08/22/2022 - 11/22/2023
GOLDMAN SACHS & CO. LLC (Langhorne PA)
PA
07/23/2018 - 09/01/2020
CETERA ADVISOR NETWORKS LLC (LANGHORNE PA)
PA
03/25/2017 - 06/21/2018
MML INVESTORS SERVICES, LLC (NEWTOWN SQUARE PA)
PA
03/02/2011 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (NEWTOWN SQUARE PA)
BOTH
Issued 04/18/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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