Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Arnot Geary is a financial advisor at Raymond James & Associates, Inc., with over 30 years of experience in the industry. William is licensed in 49 states and holds several licenses including Series 7, Series 9, Series 10, Series 31, and Series 63. William has previously worked at MORGAN KEEGAN & COMPANY, INC. and GEARY & PATTERSON, INCORPORATED. William specializes in Portfolio Management for Individuals and Businesses, Financial Planning, Pension Consulting and Educational Seminars.
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
MS
04/11/2012 - Present
Raymond James & Associates, Inc. (JACKSON MS)
MS
10/25/1990 - 02/21/2013
MORGAN KEEGAN & COMPANY, INC. (JACKSON MS)
NA
06/24/1987 - 02/23/1989
GEARY & PATTERSON, INCORPORATED
IA
Issued 05/06/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/05/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/17/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/12/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/2014
Series 31 - Futures Managed Funds Examination
BC
Issued 06/20/1987
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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