Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Hamilton is a financial advisor registered with Raymond James & Associates, Inc. William has been working in the financial services industry since February 1984. Prior to joining Raymond James & Associates, Inc., William was employed by CITIGROUP GLOBAL MARKETS INC. and SMITH BARNEY INC. William is licensed to provide investment advice in Alabama, Arkansas, California, Colorado, Delaware, Florida, Georgia, Kentucky, Louisiana, Michigan, Mississippi, Missouri, Montana, New Mexico, North Carolina, Ohio, South Carolina, Tennessee, Texas, Utah, and Virginia. William is also licensed to provide investment advice to individuals in Texas.
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
TN
06/04/2009 - Present
Raymond James & Associates, Inc. (MEMPHIS TN)
TN
12/20/1995 - 03/05/2009
CITIGROUP GLOBAL MARKETS INC. (MEMPHIS TN)
NA
11/27/1995 - 12/19/1995
SMITH BARNEY INC.
NY
06/21/1985 - 12/01/1995
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NA
02/24/1984 - 06/28/1985
DEAN WITTER REYNOLDS INC.
IA
Issued 05/12/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/22/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/26/1986
Series 3 - National Commodity Futures Examination
BC
Issued 02/18/1984
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
Not sure William Hamilton is the right advisor for you? Invested Better is here to help.
