Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Ray Williams is a financial advisor at Edward Jones. Michael has been in the financial industry since August 15, 2010. Michael is registered with the state of Missouri and FINRA. Michael is currently registered with Edward Jones in St. Louis, MO. Michael has previous experience with Fidelity Brokerage Services LLC, UBS Financial Services Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Michael has passed the Series 66, Series 10, Series 9, SIE, and Series 7 exams.
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.
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.
See schedule d - miscellaneous
1
2
MO
04/20/2023 - Present
Edward Jones (ST. LOUIS MO)
MO
02/22/2022 - 03/13/2023
FIDELITY BROKERAGE SERVICES LLC (CHESTERFIELD MO)
KS
08/28/2017 - 02/15/2022
UBS FINANCIAL SERVICES INC. (WICHITA KS)
MO
06/09/2010 - 07/31/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAINT LOUIS MO)
BOTH
Issued 07/01/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/22/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/16/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/08/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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