Unclaimed
William Wayne Bissell is an investment advisor representative with LPL Financial LLC. William has been in the industry since December 1993 and is registered in 22 states. William has passed Series 7, Series 63, Series 65 and SIE exams. William was previously registered with UVEST FINANCIAL SERVICES GROUP, INC. and PRUDENTIAL SECURITIES INCORPORATED. William has also worked with WealthPLAN Partners and SOUTH STATE BANK (Formerly: GEORGIA BANK & TRUST). William's current branch office location is in MARTINEZ, 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.
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.
1
2
SC
03/31/2021 - Present
LPL Financial LLC (AIKEN SC)
GA
07/08/2010 - 08/25/2010
UVEST FINANCIAL SERVICES GROUP, INC. (AUGUSTA GA)
GA
08/05/1997 - 07/08/2010
UVEST FINANCIAL SERVICES GROUP, INC. (MARTINEZ GA)
NY
12/14/1993 - 08/14/1997
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 12/31/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/31/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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