Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Anderson Storey is a financial advisor at Raymond James & Associates, Inc. William has over 10 years of experience in the financial services industry. William's previous employers include AXIO Financial LLC, Financial Products, LLC, Santander Securities LLC, Deutsche Bank Securities Inc., Tradition Asiel Securities Inc., and Hennion & Walsh, Inc. William is registered with the Financial Industry Regulatory Authority (FINRA) and holds Series 7, Series 63, and SIE licenses. William specializes in providing financial advice to individuals, corporations, and institutions.
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
FL
09/17/2021 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
NY
02/26/2019 - 08/09/2021
AXIO FINANCIAL LLC (NEW YORK NY)
NY
01/02/2014 - 09/09/2015
FINANCIAL PRODUCTS, LLC (NEW YORK NY)
MA
07/09/2013 - 11/13/2013
SANTANDER SECURITIES LLC (GLOUCESTER MA)
MA
11/02/2011 - 01/14/2013
DEUTSCHE BANK SECURITIES INC. (BOSTON MA)
MA
12/02/2010 - 04/20/2011
TRADITION ASIEL SECURITIES INC. (BOSTON MA)
NJ
08/24/2009 - 06/28/2010
HENNION & WALSH, INC. (PARSIPPANY NJ)
BC
Issued 03/18/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/26/2019
Series 7TO - General Securities Representative Examination
BC
Issued 09/09/2015
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/2009
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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