Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Benjamin Weber is a financial advisor registered with Raymond James & Associates, Inc. based in Grand Rapids, MI. William has been working in the financial industry since February 1994. William has a wide range of experience, having worked for multiple firms, including Ameriprise Financial Services, Inc. and Roney & Co. William is licensed to provide investment advice in Michigan and Texas. William specializes in financial planning, pension consulting, and portfolio management for individuals and businesses. William has a strong track record of success, and his dedication to his clients is evident in the number of years they have been with him.
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
MI
06/16/2022 - Present
Raymond James & Associates, Inc. (Grand Rapids MI)
MI
08/14/2012 - 10/03/2018
AMERIPRISE FINANCIAL SERVICES, INC. (Grand Rapids MI)
MI
06/16/1998 - 08/22/2012
RAYMOND JAMES & ASSOCIATES, INC. (GRAND RAPIDS MI)
MI
05/11/1998 - 09/25/1999
RONEY & CO. (DETROIT MI)
MI
02/11/1994 - 05/11/1998
RONEY & CO. L.L.C. (DETROIT MI)
BOTH
Issued 05/17/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/18/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/1994
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
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