Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Claiborne Perrilliat is an investment advisor representative with Stratos Wealth Partners, Ltd.. William Claiborne Perrilliat is registered with the state of Louisiana and Texas and has been in the industry since July 23, 2002. William Claiborne Perrilliat provides a variety of investment services to individuals and businesses.
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.
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.
Percentage of assets under management with third party managers
1
2
LA
11/12/2015 - Present
Stratos Wealth Partners, Ltd. (METAIRIE LA)
LA
01/02/2015 - 11/13/2015
CAPITAL ONE INVESTING, LLC (Kenner LA)
LA
05/31/2008 - 01/02/2015
CAPITAL ONE INVESTMENT SERVICES LLC (KENNER LA)
LA
07/23/2002 - 05/31/2008
CAPITAL ONE INVESTMENTS, LLC (KENNER LA)
BOTH
Issued 04/15/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/14/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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