Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Will? Claim Your ProfileWill Graham Kothmann is a financial advisor with Edward Jones. Will has been in the financial services industry since November 24, 2017. Will is registered with FINRA and the state of Texas. Will is also registered with the state of Texas as an investment advisor representative. Will is a Series 7 and Series 66 licensed advisor. Will holds the SIE designation. Will has experience with both individual and business clients, and specializes in Retirement Planning, College Savings, Estate Conservation, Long Term Care, and Insurance. Will's firm, Edward Jones, is a well-established firm with a long history of providing financial services to individuals and families. Edward Jones has a network of over 19,000 financial advisors across the United States and Canada. Will's experience and expertise make him a valuable resource for clients seeking financial advice.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
See schedule d - miscellaneous
1
2
TX
12/14/2017 - Present
Edward Jones (BROWNWOOD TX)
BOTH
Issued 12/13/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/25/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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