Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Colin Seibert is a financial advisor with Raymond James & Associates, Inc.. William has been in the industry since 1996 and holds the Series 7, 9, 10, 63, and 65 licenses. William has previously worked with Morgan Keegan & Company, Inc., Wells Fargo Investments, LLC, Wells Fargo Brokerage Services, L.L.C., Pritchard Capital Partners, LLC, and Bank United Securities Corp.. William is currently registered in 48 states and has experience providing financial planning services, pension consulting, educational seminars, and portfolio management for both individuals and businesses. William is also a partner in The Settlement Land Company, LLC, a duck hunting lease in Arkansas.
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
LA
02/13/2013 - Present
Raymond James & Associates, Inc. (HOUMA LA)
LA
06/01/2005 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (HOUMA LA)
CA
06/20/2001 - 04/15/2005
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
MN
03/07/2003 - 12/31/2003
WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)
MN
06/20/2001 - 08/12/2002
WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)
LA
01/31/2001 - 06/01/2001
PRITCHARD CAPITAL PARTNERS, LLC (COVINGTON LA)
TX
03/12/1996 - 01/25/2001
BANK UNITED SECURITIES CORP. (HOUSTON TX)
IA
Issued 07/03/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/01/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/17/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/11/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/11/1996
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
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