Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Percival Williams is a financial advisor with over 50 years of experience in the industry. Joseph Percival Williams is currently registered with Raymond James Financial Services Advisors, Inc. Joseph Percival Williams has worked with a number of firms throughout their career including RAYMOND JAMES FINANCIAL SERVICES, INC., THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, JOHN HANCOCK DISTRIBUTORS, INC., and JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY. Joseph Percival Williams is registered with the states of Arizona, Arkansas, California, Colorado, Connecticut, Florida, Georgia, Idaho, Illinois, Indiana, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Montana, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Virginia, Washington, West Virginia, and Wisconsin. Joseph Percival Williams holds a number of licenses including Series 63, Series 65, Series 7, Series 24, Series 51, and Series 53. Joseph Percival Williams specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and institutions.
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
01/02/2009 - Present
Raymond James Financial Services Advisors, Inc. (CORAL SPRINGS FL)
NA
10/17/1977 - 04/07/1999
RAYMOND JAMES FINANCIAL SERVICES, INC.
NA
09/21/1977 - 01/27/1980
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
NA
11/13/1970 - 10/14/1977
JOHN HANCOCK DISTRIBUTORS, INC.
NA
11/13/1970 - 10/14/1977
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY
NA
10/01/1976 - 09/29/1977
THE FIRST BUFFALO CORPORATION
IA
Issued 06/07/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/16/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/16/2007
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 01/13/1978
Series 40 - Registered Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/1970
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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