Unclaimed
William Carr is a registered representative with First Citizens Investor Services, Inc., based in Raleigh, NC. William has been active in the industry since 2017 and has a series 66, series 7 and SIE license. William Carr provides a range of financial planning services, including financial planning, selection of other advisers, and portfolio management for businesses and individuals. William Carr is also a board member of Pretty in Pink Since, a non-profit that provides financial assistance to uninsured and underinsured breast cancer patients.
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.
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
NC
11/22/2017 - Present
First Citizens Investor Services, Inc. (RALEIGH NC)
BOTH
Issued 11/21/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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