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 Williams is a financial advisor with over 30 years of experience in the financial services industry. William has a strong track record of providing comprehensive financial planning and investment management services to individuals, families, businesses, and non-profit organizations. William is currently registered with J. W. Cole Advisors, Inc. and is also a registered Investment Advisor in the State of Arizona. William has held previous positions with The O.N. Equity Sales Company, OneAmerica Securities, Inc., American United Life Insurance Company, Cambridge Investment Research, Inc., Lincoln Financial Advisors Corporation, The Lincoln National Life Insurance Company, and Financial Network Investment Corporation. William holds Series 7, 6, 63, and 24 securities licenses. He is also a Chartered Financial Consultant. William is committed to providing his clients with personalized financial solutions that meet their individual needs. He is a strong advocate for his clients and works tirelessly to help them achieve 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.
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 consulting
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
AZ
12/15/2022 - Present
J. W. Cole Advisors, Inc. (Prescott AZ)
AZ
06/27/2003 - 12/16/2022
THE O.N. EQUITY SALES COMPANY (PRESCOTT AZ)
IN
08/01/2001 - 07/01/2003
ONEAMERICA SECURITIES, INC. (INDIANAPOLIS IN)
IN
08/01/2001 - 12/17/2001
AMERICAN UNITED LIFE INSURANCE COMPANY (INDIANAPOLIS IN)
IA
04/03/1998 - 08/06/2001
CAMBRIDGE INVESTMENT RESEARCH, INC. (FAIRFIELD IA)
IN
11/11/1997 - 04/03/1998
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
11/11/1997 - 04/03/1998
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
CA
09/23/1992 - 11/05/1997
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
BC
Issued 10/06/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/27/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/1995
Series 7 - General Securities Representative Examination
BC
Issued 09/22/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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