Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Cameron Williams is a financial advisor with over 13 years of experience in the industry. Williams is currently registered with Raymond James Financial Services Advisors, Inc. and has previously held positions at UBS Financial Services Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Williams holds Series 3, 7, 63 and 66 licenses and is also a Certified Financial Planner. Williams specializes in providing financial planning, investment management, and portfolio management services to individuals, families, and businesses.
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
FL
01/22/2024 - Present
Raymond James Financial Services Advisors, Inc. (Jacksonville FL)
FL
04/08/2014 - 02/01/2024
UBS FINANCIAL SERVICES INC. (JACKSONVILLE FL)
FL
09/12/2013 - 03/31/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)
FL
04/20/2011 - 07/09/2013
FIDELITY BROKERAGE SERVICES LLC (JACKSONVILLE FL)
BOTH
Issued 12/01/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/26/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/07/2017
Series 3 - National Commodity Futures Examination
BC
Issued 04/19/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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