Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Willie? Claim Your ProfileWillie McReynolds is an investment advisor representative at Merrill Lynch, Pierce, Fenner & Smith Inc. Willie has been in the financial services industry since June 2005. Willie is registered with the state of Michigan, Texas and has passed the Series 66, Series 9, Series 10, Series 31, SIE, and Series 7 exams. Willie specializes in working with high-net-worth individuals, corporations or other businesses, pension and profit-sharing plans, and charitable organizations. Willie also provides investment advisory services, financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management. Willie's previous employment includes Merrill Lynch, Pierce, Fenner & Smith Incorporated in New York, NY.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
MI
04/16/2019 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (BLOOMFIELD HILLS MI)
NY
10/14/2016 - 03/24/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 12/03/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/22/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/11/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/29/2020
Series 31 - Futures Managed Funds Examination
BC
Issued 03/24/2017
SIE - Securities Industry Essentials Examination
BC
Issued 10/14/2016
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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