Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you W? Claim Your ProfileWilliam Eric Gleason is an investment advisor representative at Raymond James & Associates, Inc. William has over 25 years of experience in the financial services industry, and is registered to provide investment advice in the state of California. William has been with Raymond James since 2015. Previously, William was an investment advisor representative for Raymond James Financial Services, Inc., Morgan Stanley DW Inc., Prudential Securities Incorporated, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Paine Webber Incorporated. William is also a member of MEBAIPCD. William holds the Series 7 and Series 63 licenses. William provides financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management for businesses and individuals.
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
CA
09/18/2015 - Present
Raymond James & Associates, Inc. (NEWPORT BEACH CA)
FL
06/30/2003 - 09/15/2004
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
NY
10/29/1999 - 11/22/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
09/15/1997 - 10/27/1999
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
02/05/1996 - 09/18/1997
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NJ
01/14/1994 - 02/06/1996
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
CA
06/28/1993 - 11/08/1993
COLUMBUS FINANCIAL, INC. (BEVERLY HILLS CA)
BC
Issued 07/15/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/26/1993
Series 7 - General Securities Representative Examination
Active
Inactive
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