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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Justin? Claim Your ProfileJustin Thomas Williams is a financial advisor with Raymond James & Associates, Inc. in Frisco, TX. Justin has over 10 years of experience in the financial services industry. Justin holds the Series 7, 63, and 66 securities licenses and is a Certified Financial Planner. Justin has a proven track record of helping clients achieve their financial goals. Justin is committed to providing personalized service and a tailored approach to meet individual needs. Justin is experienced in working with individuals, families, businesses, and retirement plans.
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.
Please see note in schedule d - miscellaneous
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.
1
2
TX
04/04/2024 - Present
Raymond James & Associates, Inc. (Frisco TX)
TX
07/08/2020 - 04/16/2024
FIDELITY BROKERAGE SERVICES LLC (DALLAS TX)
OK
09/20/2017 - 06/22/2020
WELLS FARGO CLEARING SERVICES, LLC (OKLAHOMA CITY OK)
OK
06/20/2017 - 08/22/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (OKLAHOMA CITY OK)
OK
06/15/2016 - 05/31/2017
SCOTTRADE, INC. (OKLAHOMA CITY OK)
TX
05/06/2013 - 10/22/2015
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
BOTH
Issued 02/28/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/10/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/03/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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