Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Charles Kay is a financial advisor with Edward Jones, a firm that has approximately $10 billion - $50 billion in assets under management. William has been in the financial services industry since 1999. William is registered with FINRA and is licensed to sell securities in Arizona, California, Florida, Georgia, Illinois, Indiana, Kentucky, Maryland, Michigan, Mississippi, Nevada, New Jersey, New Mexico, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Texas, Virginia, West Virginia, and Wyoming. William holds the Series 7, Series 63 and SIE licenses and has the Certified Financial Planner designation. William has experience in portfolio management for individuals and businesses, financial planning, pension consulting and selection of other advisors. William can also provide information on insurance products, although he is not currently licensed to sell them. William is affiliated with the Silver Bullet LLC, an LLC involved in rental properties in Bexley, Ohio.
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.
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.
See schedule d - miscellaneous
1
2
OH
02/14/2019 - Present
Edward Jones (REYNOLDSBURG OH)
BC
Issued 08/25/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/23/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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