Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Calvin Kapteyn is a financial advisor with Raymond James Financial Services Advisors, Inc. based in Grand Rapids, MI. William Kapteyn has been a registered representative in the securities industry since 1987, and has worked at Royal Securities Company, First American National Securities, Inc., Guide Point Financial Partners, and The Kapteyn Group, Financial Partners, LLC in addition to his current position at Raymond James Financial Services Advisors, Inc. William Kapteyn is licensed to provide financial advice in 24 states and is also a registered Investment Advisor in Michigan and Texas. In addition to financial advice, William Kapteyn provides financial planning 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.
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
MI
08/15/2022 - Present
Raymond James Financial Services Advisors, Inc. (Grand Rapids MI)
MI
10/01/1996 - 10/08/2015
ROYAL SECURITIES COMPANY (GRANDVILLE MI)
GA
10/13/1987 - 05/12/1992
FIRST AMERICAN NATIONAL SECURITIES, INC. (DULUTH GA)
IA
Issued 11/01/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/10/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/30/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/30/1996
Series 7 - General Securities Representative Examination
BC
Issued 10/12/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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