Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Ellwood is an investment advisor representative registered with Raymond James Financial Services Advisors, Inc. based in Blue Springs, Missouri. William has been in the industry since 2010 and has experience with both Wells Fargo Clearing Services, LLC and Raymond James. William is licensed in 17 states and holds the Series 7, Series 66 and SIE securities licenses. William offers a range of services including financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals and businesses.
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
MO
11/01/2017 - Present
Raymond James Financial Services Advisors, Inc. (BLUE SPRINGS MO)
MO
03/15/2010 - 10/02/2017
WELLS FARGO CLEARING SERVICES, LLC (LEES SUMMIT MO)
BOTH
Issued 03/26/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/12/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure William Ellwood is the right advisor for you? Invested Better is here to help.
