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 Walker is a financial advisor with Kelson Capital LLC, a firm based in Stamford, CT. William has been in the financial industry since April 12, 2016. William is registered in California, New York, North Carolina, Pennsylvania, Texas, and Virginia. William holds the Series 66, Series 7, and SIE licenses. William was previously employed by Raymond James & Associates, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
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.
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CT
07/12/2024 - Present
Kelson Capital LLC (STAMFORD CT)
FL
06/03/2019 - 06/21/2024
RAYMOND JAMES & ASSOCIATES, INC. (Palm Beach FL)
FL
03/22/2016 - 05/31/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PALM BEACH FL)
BOTH
Issued 07/27/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/22/2016
Series 7 - General Securities Representative Examination
Active
Inactive
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