Unclaimed
Raziyah Williams is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Raziyah Williams has over 15 years of experience in the financial industry. Raziyah Williams has a wide range of experience in financial services, including working with individuals, corporations, insurance companies, charitable organizations, pension and profit-sharing plans, and state or municipal government entities. Raziyah Williams is also a registered investment advisor in Georgia and Texas. Raziyah Williams is dedicated to providing clients with personalized financial advice and investment strategies.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
GA
12/16/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (AUGUSTA GA)
MD
01/14/2022 - 08/25/2022
LPL FINANCIAL LLC (FULTON MD)
BOTH
Issued 07/11/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/14/2022
Series 7TO - General Securities Representative Examination
BC
Issued 05/07/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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