Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Chase Sallade is a financial advisor with over 9 years of experience in the financial services industry. William is currently registered with Raymond James Financial Services Advisors, Inc. and is licensed in 52 states. William has a wide range of experience in the financial services industry, including providing financial planning, portfolio management, and investment advisory services. William is also a Certified Financial Planner and holds the Series 66, Series 7, Series 9, Series 10, and Series 24 licenses.
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
FL
08/26/2021 - Present
Raymond James Financial Services Advisors, Inc. (St. Petersburg FL)
FL
01/08/2020 - 08/23/2021
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
FL
08/18/2016 - 12/31/2019
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST PETERSBURG FL)
FL
10/30/2014 - 08/08/2016
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
BOTH
Issued 02/22/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/03/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/19/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/10/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/30/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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