Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Cote Paradis is a financial advisor at Raymond James Financial Services Advisors, Inc. in Waterville, ME. William has been in the financial services industry for over 10 years. He is a Registered Representative and Investment Advisor Representative. William is licensed in Maine and Georgia. He also holds the Series 7TO, SIE, 63 and 65 licenses. William has a diverse background in financial services, including experience with Modern Woodmen of America and Kennebec Savings Bank. In addition to his work at Raymond James, William also teaches investment classes for Mid-Maine Regional Adult Community Education.
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
ME
05/24/2024 - Present
Raymond James Financial Services Advisors, Inc. (Waterville ME)
IL
03/25/2024 - 04/03/2024
MWA FINANCIAL SERVICES INC. (ROCK ISLAND IL)
IA
Issued 04/29/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/26/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/25/2024
Series 7TO - General Securities Representative Examination
BC
Issued 07/25/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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