Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Clayton Perry is a financial advisor registered with Raymond James Financial Services Advisors, Inc. William has been in the industry since 2004 and is currently licensed in Alabama, California, Colorado, Florida, Georgia, Kentucky, Maryland, Mississippi, New York, North Carolina, Ohio, South Carolina, Tennessee, Texas. William also holds the Series 66, SIE, and Series 7 licenses. William has worked for Trustcore Investments, Inc., Journal Communications, Strategy Corps, Inc., and Raymond James Financial Services Advisors, Inc. William works with a variety of clients including high net worth individuals, corporations or businesses, individuals other than high net worth, pension and profit sharing plans, insurance companies, charitable organizations, and banking or thrift institutions. William also provides services such as portfolio management for businesses and individuals, financial planning, pension consulting, 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
TN
10/02/2018 - Present
Raymond James Financial Services Advisors, Inc. (BRENTWOOD TN)
TN
10/20/2004 - 02/19/2008
TRUSTCORE INVESTMENTS, INC. (BRENTWOOD TN)
BOTH
Issued 09/20/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/09/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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