Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bill? Claim Your ProfileBill John Callis is a financial advisor with over 30 years of experience in the financial services industry. Bill is registered with Raymond James Financial Services Advisors, Inc. and is licensed to offer investment advice in multiple states. Bill specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and corporations. He is also a registered agent for non-variable life insurance through Advanced Planning Group/APG Wealth Management. Bill's background includes experience with a variety of firms including Wells Fargo Advisors, LLC, Morgan Stanley DW Inc., and BANC OF AMERICA INVESTMENT SERVICES, INC. Bill is committed to providing his clients with personalized financial advice and investment strategies that meet their individual needs and 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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
TX
07/26/2016 - Present
Raymond James Financial Services Advisors, Inc. (DALLAS TX)
TX
11/15/2013 - 07/18/2016
RAYMOND JAMES & ASSOCIATES, INC. (DALLAS TX)
TX
03/30/2012 - 12/13/2013
SOUTHWEST SECURITIES, INC. (PLANO TX)
TX
02/27/2009 - 04/03/2012
WELLS FARGO ADVISORS, LLC (ADDISON TX)
TX
10/10/2003 - 02/13/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (DALLAS TX)
NY
06/22/2000 - 10/16/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
AL
08/23/1994 - 06/21/2000
COMPASS BROKERAGE, INC. (BIRMINGHAM AL)
IL
06/10/1993 - 08/24/1994
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
NY
11/21/1990 - 05/24/1993
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
11/21/1990 - 05/24/1993
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 12/29/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/27/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/20/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/1993
Series 7 - General Securities Representative Examination
BC
Issued 11/19/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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