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Robert Joseph Williams

Guidestone Financial Services

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About Robert Joseph Williams

Robert Joseph Williams is a financial professional registered with Guidestone Financial Services, located in Dallas, Texas. Robert Williams has been in the financial services industry since January 12, 2019. Robert Williams holds Series 7TO and Series 66 securities licenses and is registered in 51 states. Robert Williams was previously registered with TD Ameritrade, Inc.

Firm Information

Robert Williams is currently registered with Guidestone Financial Services. Guidestone Financial Services is a corporation formed on June 26, 2008, registered with the Securities and Exchange Commission and all 50 states, as well as the District of Columbia and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

51

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Robert Williams’s Registration & Firm History

TX

09/23/2020 - Present

Guidestone Financial Services (DALLAS TX)

TX

01/07/2019 - 09/16/2020

TD AMERITRADE, INC. (Southlake TX)

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Licenses & Designations

BOTH

Issued 08/06/2024

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/14/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/07/2019

Series 7TO - General Securities Representative Examination

BC

Issued 01/04/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Robert Joseph Williams.
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