Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tramell? Claim Your ProfileTramell Lavance Williams is an active registered representative and investment advisor representative. Tramell Williams has been in the industry since September 7, 2008 and is currently registered with Raymond James & Associates, Inc. and Raymond James Financial Services Advisors, Inc. Tramell Williams also has a Series 63, 66, 4 and 24 license. Tramell Williams's previous employer was Pershing Advisor Solutions LLC.
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
AZ
03/08/2023 - Present
Raymond James & Associates, Inc. (PHOENIX AZ)
FL
02/18/2008 - 04/02/2018
PERSHING ADVISOR SOLUTIONS LLC (LAKE MARY FL)
BOTH
Issued 03/04/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/26/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/26/2023
Series 4 - Registered Options Principal Examination
BC
Issued 02/16/2010
Series 24 - General Securities Principal Examination
BC
Issued 04/02/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/2008
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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