Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Puckett is an investment advisor representative with Edelman Financial Engines. William has been in the financial services industry since 1994. William's current registrations include: Investment Advisor Representative (IAR) in Florida, Oklahoma, and Texas. William has a Series 63, Series 65, Series 7, and Series 24. William holds the Certified Financial Planner designation and the Personal Financial Specialist designation.
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.
Set-up fees & related svcs; reimbursements for printed materials
1
2
FL
09/08/2023 - Present
Edelman Financial Engines (ST PETERSBURG FL)
FL
01/09/2007 - 09/10/2010
NOESIS CAPITAL CORP. (MIAMI FL)
OK
02/28/2002 - 12/31/2006
CAMBRIDGE INVESTMENT RESEARCH, INC. (OKLAMOMA CITY OK)
CT
02/27/1995 - 03/01/2002
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
NA
02/03/1995 - 02/27/1995
WASHINGTON SQUARE SECURITIES, INC.
FL
03/08/1994 - 02/03/1995
INTERSECURITIES, INC. (ST. PETERSBURG FL)
IA
Issued 10/23/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/02/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/10/1999
Series 24 - General Securities Principal Examination
BC
Issued 11/28/1994
Series 7 - General Securities Representative Examination
BC
Issued 02/28/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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