Unclaimed
Janice Williams is a financial advisor with World Investment Advisors, LLC in Bluffton, SC. Janice has been in the industry since 2010 and has a wide range of experience in financial planning, portfolio management, and pension consulting. Janice has been registered with the state of South Carolina since 2024 and is also registered with the state of Alabama. Janice holds several professional licenses, including Series 6, 7, 26, and 66.
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.
1
2
SC
07/08/2024 - Present
World Investment Advisors, LLC (BLUFFTON SC)
SC
05/26/2023 - 06/28/2024
RAYMOND JAMES FINANCIAL SERVICES, INC. (Bluffton SC)
SC
07/01/2013 - 05/31/2023
EDWARD JONES (HILTON HEAD SC)
SC
10/18/2011 - 11/14/2012
FIRST CITIZENS SECURITIES CORPORATION (COLUMBIA SC)
SC
10/10/2007 - 10/19/2009
LINCOLN INVESTMENT (HILTON HEAD SC)
BOTH
Issued 08/12/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/08/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/24/2013
Series 7 - General Securities Representative Examination
BC
Issued 10/08/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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