Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bill? Claim Your ProfileBill Fleetwood is a registered investment advisor representative with J. W. Cole Advisors, Inc. and is based in Tampa, Florida. Bill has been working in the financial services industry since 1987. He has a Series 6, Series 63 and Series 65 license. Bill has experience working with high-net-worth individuals, corporations, and other businesses. His firm, J. W. Cole Advisors, Inc. provides a variety of investment advisory services, including financial planning, portfolio management, and educational seminars.
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.
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 consulting
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.
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2
FL
01/01/2025 - Present
J. W. Cole Advisors, Inc. (TAMPA FL)
OK
03/12/2009 - 07/19/2011
ALLSTATE FINANCIAL SERVICES, LLC (EDMOND OK)
OK
11/11/2008 - 03/13/2009
WILBANKS SECURITIES, INC. (EDMOND OK)
OK
11/04/2003 - 11/18/2008
WOODBURY FINANCIAL SERVICES, INC. (EDMOND OK)
MN
08/20/1993 - 09/30/2003
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
NY
06/29/1993 - 08/23/1993
WALL STREET INVESTOR SERVICES (NEW YORK NY)
NY
05/27/1987 - 12/03/1992
MONY SECURITIES CORP. (NEW YORK NY)
IA
Issued 03/26/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/29/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/22/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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