Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Boyd Stokes is a financial advisor with over 30 years of experience in the industry. Currently registered with Osaic Wealth, Inc., William has also held previous positions with Securities America, Inc., KMS Financial Services, Inc., Edward Jones, Waddell & Reed, Inc., and PFS Investments Inc. William is a Certified Financial Planner and holds a Series 6, 7, 63, and 65 license, as well as the SIE. William's expertise covers financial planning, pension consulting, portfolio management for businesses and individuals, and selection of other advisors.
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.
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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2
AK
06/14/2024 - Present
Osaic Wealth, Inc. (ANCHORAGE AK)
AK
11/06/2020 - 06/14/2024
SECURITIES AMERICA, INC. (ANCHORAGE AK)
AK
05/02/2003 - 11/06/2020
KMS FINANCIAL SERVICES, INC. (ANCHORAGE AK)
MO
08/19/1997 - 05/15/2003
EDWARD JONES (ST. LOUIS MO)
KS
09/03/1994 - 08/25/1997
WADDELL & REED, INC. (OVERLAND PARK KS)
GA
02/01/1994 - 09/22/1994
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 12/07/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/08/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/30/1997
Series 7 - General Securities Representative Examination
BC
Issued 01/08/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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