Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Fors? Claim Your ProfileFors Willis is a financial advisor registered with Raymond James Financial Services Advisors, Inc., an investment firm based in Saint Petersburg, Florida. Fors is also registered as an Investment Advisor Representative in Alabama and Texas. Fors has over 29 years of experience in the financial services industry. Fors holds a Series 7, Series 24, and Series 63 license and is also a Certified Financial Planner. Fors works out of the Alexander City, Alabama office of Raymond James.
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
AL
04/19/2021 - Present
Raymond James Financial Services Advisors, Inc. (ALEXANDER CITY AL)
AL
04/06/2002 - 11/02/2016
STERNE AGEE FINANCIAL SERVICES, INC. (ALEXANDER CITY AL)
AL
03/06/2001 - 04/06/2002
STERNE AGEE CAPITAL MARKETS, INC. (BIRMINGHAM AL)
MO
07/20/1993 - 02/27/2001
EDWARD JONES (ST. LOUIS MO)
BC
Issued 07/30/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/20/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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