Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Caywood is a financial advisor with Raymond James Financial Services Advisors, Inc. William has been in the industry since 2007. William is registered with the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA). William also has a Series 7, Series 9, and Series 66 license. William has experience working with insurance companies, charitable organizations, high-net-worth individuals, banking or thrift institutions, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth. William provides financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. William also offers hourly and fixed-rate consultations. William has worked at SunTrust Investment Services, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated in the past. William is also an owner/proprietor of a rental real estate business and an Independent Contractor for Fehrman Investment Group.
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
GA
10/21/2021 - Present
Raymond James Financial Services Advisors, Inc. (AUGUSTA GA)
GA
10/06/2008 - 07/21/2009
SUNTRUST INVESTMENT SERVICES, INC. (AUGUSTA GA)
GA
09/04/2006 - 04/04/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (AUGUSTA GA)
BOTH
Issued 10/03/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/14/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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