Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Guthrie is a financial advisor registered with Prosperity Capital Advisors. William has been in the financial services industry since June 2014. William is a Certified Financial Planner and holds Series 66 and Series 7 licenses. William is currently registered with the state of Florida. William has previous experience working with Merrill Lynch, Pierce, Fenner & Smith Incorporated, CUSO Financial Services, L.P., and Petros Financial Group. William's previous employment at CUSO Financial Services, L.P. was primarily in the role of a licensed insurance agent and this role may continue as needed. William offers a variety of financial services including financial planning, educational seminars, selection of other advisors, portfolio management for businesses and individuals.
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.
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
OH
07/21/2022 - Present
Prosperity Capital Advisors (WESTLAKE OH)
FL
03/01/2021 - 05/05/2022
CUSO FINANCIAL SERVICES, L.P. (Neptune Beach FL)
FL
07/14/2014 - 02/25/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)
BOTH
Issued 08/21/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/13/2014
Series 7 - General Securities Representative Examination
Active
Inactive
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