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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Delon Dowdy is a financial advisor with Provision Wealth Management, Inc. based in Raleigh, NC. William Dowdy has been in the financial services industry for over 17 years and has been registered with FINRA since 1999. William Dowdy is a Certified Financial Planner (CFP) and a Chartered Financial Consultant (ChFC). He is also licensed to sell life, health, annuity, disability and/or long-term care insurance products. William Dowdy has a current active registration in North Carolina and has worked at Northwestern Mutual Investment Services, LLC for a significant period. William Dowdy specializes in financial planning and portfolio management for individuals and businesses. William Dowdy's firm offers advisory services on financial planning and portfolio management. They also provide services including market timing services, selection of other advisors, portfolio management for individuals, and portfolio management for investment companies. William Dowdy's firm has a history of serving a diverse range of clients, including high-net-worth individuals, corporations or other businesses, and individuals other than high-net-worth.
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.
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.
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NC
03/02/2017 - Present
Provision Wealth Management, Inc. (RALEIGH NC)
NC
09/03/1999 - 03/02/2017
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (DURHAM NC)
WI
09/03/1999 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BOTH
Issued 01/26/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/31/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/02/2017
SIE - Securities Industry Essentials Examination
BC
Issued 01/24/2006
Series 7 - General Securities Representative Examination
BC
Issued 09/02/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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