Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Billy? Claim Your ProfileBilly Joe Estes is a financial advisor who is registered with the state of South Carolina and Texas. Billy Joe Estes has been in the industry since 2004 and currently works at &partners. Billy Joe Estes previously worked at EDWARD JONES, PRUDENTIAL ANNUITIES DISTRIBUTORS, INC, and PRUCO SECURITIES, LLC.. Billy Joe Estes holds Series 66, 26, SIE, and 7 licenses and has a state exam count of 1, a product exam count of 2 and a principal exam count of 1.
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.
Portfolio manager selection, furnish advice not involving securities, research report services, 1042 portfolio construction
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Trans fee, service charges; 12b-1; money market trls; bdsp
1
2
SC
02/02/2024 - Present
&partners (Columbia SC)
SC
08/03/2012 - 02/03/2024
EDWARD JONES (COLUMBIA SC)
CT
01/18/2008 - 08/07/2012
PRUDENTIAL ANNUITIES DISTRIBUTORS, INC (SHELTON CT)
SC
07/02/2004 - 01/22/2008
PRUCO SECURITIES, LLC. (MT. PLEASANT SC)
BOTH
Issued 07/16/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/12/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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