Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Perkins is a financial advisor with over 40 years of experience in the industry. William is registered with Raymond James Financial Services Advisors, Inc. and is licensed in 38 states. Previously, William worked at WELLS FARGO CLEARING SERVICES, LLC and A. G. EDWARDS & SONS, INC. William specializes in providing financial planning, portfolio management, and educational seminars. William also provides hourly and fixed rate consultations for individual and business clients.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
GA
04/25/2018 - Present
Raymond James Financial Services Advisors, Inc. (ROSWELL GA)
GA
01/01/2008 - 04/27/2018
WELLS FARGO CLEARING SERVICES, LLC (ALPHARETTA GA)
GA
03/29/1982 - 01/03/2008
A. G. EDWARDS & SONS, INC. (ALPHARETTA GA)
NA
12/05/1981 - 03/24/1982
FIRST JERSEY SECURITIES, INC.
BC
Issued 11/02/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/20/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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