Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Dickey is a financial advisor with over 40 years of experience in the financial services industry. William is currently registered with Momentum Independent Network Inc. William has held previous positions with Gunnallen Financial, Inc, Raymond James Financial Services, Inc, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. William holds licenses in several states and specializes in financial planning, portfolio management for individuals, and educational seminars.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
12b-1 fees
1
2
AR
04/01/2013 - Present
Momentum Independent Network Inc. (PARAGOULD AR)
AR
02/03/2003 - 12/24/2009
GUNNALLEN FINANCIAL, INC (PARAGOULD AR)
FL
01/03/1990 - 02/05/2003
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
NY
06/23/1981 - 01/06/1990
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 04/09/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/28/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/14/1990
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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