Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Anthony Newman is an investment advisor representative who has been working in the financial services industry since 2017. He is currently registered with Steward Partners Investment Advisory, LLC, a firm that offers financial consulting, financial planning, pension consulting, selection of other advisors, and portfolio management for individuals. Previously, William Anthony Newman worked at Raymond James Financial Services, Inc. and Freedom Street Partners. William Anthony Newman has passed the Series 63, Series 66, Series 7, and SIE exams. William Anthony Newman is a dedicated professional who is committed to helping clients achieve their financial goals.
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.
Financial consulting
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.
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VA
03/15/2024 - Present
Steward Partners Investment Advisory, LLC (CULPEPER VA)
VA
08/21/2017 - 03/15/2024
RAYMOND JAMES FINANCIAL SERVICES, INC. (Culpeper VA)
BOTH
Issued 1/16/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/13/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/21/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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