Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Chalmers is a financial advisor at Raymond James Financial Services Advisors, Inc. William has been in the financial services industry for over 40 years. William is registered with the state of Iowa as a Registered Investment Advisor. In addition to William's current registration as an Investment Advisor Representative, William has been registered with several other states as a broker, and holds several industry licenses including Series 7, Series 24, Series 52TO and Series 63. William has extensive experience working with individual investors, corporations, and charitable organizations. William's firm manages over 344 billion dollars in assets and has offices in multiple states, including Florida, Illinois, and Iowa.
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
IA
01/02/2009 - Present
Raymond James Financial Services Advisors, Inc. (Dubuque IA)
NA
11/01/1981 - 08/08/1986
SHEARSON LEHMAN BROTHERS INC.
IA
Issued 12/20/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/18/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/28/1990
Series 53 - Municipal Securities Principal Examination
BC
Issued 04/04/1988
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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