Unclaimed
William Charles MacKeeman is a registered representative at Raymond James & Associates, Inc. William MacKeeman has been in the industry since 2011. William MacKeeman has a Series 66, Series 7, Series 9, Series 10 and Series 24. William MacKeeman is registered in Florida for both securities and investment advisory.
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.
Please see note in schedule d - miscellaneous
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.
1
2
FL
03/27/2019 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
BOTH
Issued 03/22/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/02/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/29/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/29/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/06/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure William MacKeeman is the right advisor for you? Invested Better is here to help.