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 Wisdom is a financial advisor associated with Benjamin F. Edwards & Company, Inc. Billy Joe Wisdom has been in the industry since October 14, 1989 and has 13 years of experience with the current firm. Billy Joe Wisdom is registered to provide investment advice in Missouri.
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.
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
MO
05/18/2010 - Present
Benjamin F. Edwards & Company, Inc. (ST. LOUIS MO)
MO
12/16/2008 - 06/03/2009
WELLS FARGO ADVISORS, LLC (ST. LOUIS MO)
MO
03/05/2008 - 06/03/2009
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (ST. LOUIS MO)
MO
01/01/2008 - 03/10/2008
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
MO
08/01/1996 - 01/03/2008
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
MO
12/22/1995 - 07/18/1996
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
MO
04/04/1992 - 10/31/1995
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NA
11/16/1989 - 03/05/1991
F & G SECURITIES, INC.
MA
07/05/1988 - 11/08/1989
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
07/05/1988 - 11/08/1989
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 01/03/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/27/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/09/2013
Series 53 - Municipal Securities Principal Examination
BC
Issued 11/08/2010
Series 4 - Registered Options Principal Examination
BC
Issued 10/15/2002
Series 14 - Compliance Officer Examination
BC
Issued 04/19/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 02/16/1996
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/05/1996
Series 7 - General Securities Representative Examination
BC
Issued 06/30/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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