Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam David Brutus is a financial advisor registered with Raymond James Financial Services Advisors, Inc. in Kokomo, Indiana. William has been in the industry since 2010. William has previously worked with Wells Fargo Clearing Services, LLC and Edward Jones. William has a Series 7, Series 66 and SIE licenses and is registered in Alabama, Florida, Georgia, Indiana, Kentucky, North Carolina, Ohio, Tennessee, Texas and Virginia. William also holds a Vice President position at First Farmers Bank and Trust and works with First Farmers Investment Group. William's practice specializes in providing financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars. William is committed to providing his clients with personalized financial advice and guidance to help them reach their financial goals.
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
IN
09/06/2019 - Present
Raymond James Financial Services Advisors, Inc. (Kokomo IN)
IN
04/22/2015 - 09/11/2019
WELLS FARGO CLEARING SERVICES, LLC (KOKOMO IN)
IN
09/13/2010 - 04/24/2015
EDWARD JONES (KOKOMO IN)
BOTH
Issued 09/24/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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