Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Davis Harris is a financial advisor with over 25 years of experience in the financial services industry. William is registered with Benjamin F. Edwards & Company, Inc. and is a Series 7, 63, and 65 licensed professional. William has previously held positions with Wells Fargo Clearing Services, LLC and A. G. Edwards & Sons, Inc. William is a dedicated financial advisor who provides comprehensive financial planning and investment management services to individuals, families, businesses, and retirement plans.
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.
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.
1
2
AR
03/06/2020 - Present
Benjamin F. Edwards & Company, Inc. (Jonesboro AR)
AR
01/01/2008 - 03/11/2020
WELLS FARGO CLEARING SERVICES, LLC (JONESBORO AR)
AR
02/07/1997 - 01/03/2008
A. G. EDWARDS & SONS, INC. (JONESBORO AR)
MO
06/14/1993 - 02/10/1997
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
IA
Issued 06/11/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/17/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/07/1997
Series 3 - National Commodity Futures Examination
BC
Issued 06/11/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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