Unclaimed
Steven Williams is a financial advisor associated with First Command Advisory Services, Inc. and First Command Brokerage Services, INC. Steven Williams has been in the industry since October 12, 2021, and is registered in Texas. Steven Williams specializes in financial planning and portfolio management. Steven Williams also works with clients from a variety of backgrounds, including individuals, corporations, and charitable organizations.
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.
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.
1
2
TX
12/22/2023 - Present
First Command Advisory Services (FORT WORTH TX)
TX
10/13/2021 - 11/15/2023
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
BOTH
Issued 12/13/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/08/2021
Series 7TO - General Securities Representative Examination
BC
Issued 08/09/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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