Unclaimed
Uriah Deshawn Williams is a financial advisor who has been in the industry since 2015. Uriah is currently registered with Intelus Advisory Group, LLC, and is licensed to conduct business in Alabama, Georgia, North Carolina, and Texas. Uriah holds Series 6, 7, 31, and SIE licenses, along with the Series 63 and 65 exams. Uriah has experience with a number of firms including Wells Fargo Advisors, LLC and Morgan Stanley. Uriah works with individuals, high-net-worth individuals, and pension and profit-sharing plans.
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.
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
AL
02/13/2023 - Present
Intelus Advisory Group, LLC (BIRMINGHAM AL)
AL
07/13/2016 - 02/23/2023
MORGAN STANLEY (Birmingham AL)
AL
09/04/2015 - 05/23/2016
WELLS FARGO ADVISORS, LLC (BIRMINGHAM AL)
IA
Issued 10/10/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/17/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/2017
Series 31 - Futures Managed Funds Examination
BC
Issued 07/13/2016
Series 7 - General Securities Representative Examination
BC
Issued 09/04/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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