Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Willie? Claim Your ProfileWillie Jefferson Price is a financial advisor with over 38 years of experience in the financial services industry. Willie holds Series 6, 7, 22, 52, 53, and 63 licenses. Willie currently holds a Series 24 license as well. Willie is a registered representative with LPL Financial LLC and a registered investment advisor representative with Willie J. Price, Inc. Willie is a Certified Financial Planner™ professional and is committed to providing personalized financial advice to help individuals and families achieve their financial goals.
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
MN
12/20/2013 - Present
LPL Financial LLC (ARDEN HILLS MN)
MN
05/23/2000 - 09/08/2009
MUTUAL SERVICE CORPORATION (ARDEN HILLS MN)
GA
07/01/1994 - 05/26/2000
FSC SECURITIES CORPORATION (ATLANTA GA)
CA
04/13/1994 - 07/14/1994
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
TX
01/07/1994 - 03/16/1994
BROKERS TRANSACTION SERVICES, INC. (DALLAS TX)
MN
12/03/1991 - 01/14/1994
NORWEST INVESTMENT SERVICES, INC. (MINNEAPOLIS MN)
GA
06/20/1986 - 12/31/1991
FSC SECURITIES CORPORATION (ATLANTA GA)
NA
01/21/1986 - 07/03/1986
CARDELL & ASSOCIATES, INCORPORATED
NA
01/22/1985 - 01/31/1986
PRIVATE LEDGER FINANCIAL SERVICES, INCORPORATED
NA
09/14/1984 - 02/04/1985
WADDELL & REED, INC.
BC
Issued 09/21/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 02/04/1994
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/1986
Series 7 - General Securities Representative Examination
BC
Issued 10/05/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 09/13/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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