Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Cooper Smith is a financial advisor with over 13 years of experience in the financial services industry. William has been registered with Ameriprise Financial Services, LLC since February 2021. Prior to that, William was registered with Edward Jones for 13 years. William is licensed to provide investment advice in several states, including Arizona, Arkansas, Mississippi, North Carolina, and Tennessee. William holds the Series 66, Series 7, and SIE licenses. William also has experience in asset allocation, financial planning, and portfolio management. William has been a board member of Smith since September 2022. William specializes in working with high-net-worth individuals, corporations, trusts, and estates. William provides a variety of financial services, including financial planning, asset allocation, and investment management. William has been with Ameriprise Financial Services, LLC since February 2021.
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.
Asset allocation services
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.
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2
AR
11/01/2024 - Present
Ameriprise Financial Services, LLC (Wynne AR)
AR
02/25/2008 - 02/03/2021
EDWARD JONES (WYNNE AR)
BOTH
Issued 04/11/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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