Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Mitchell ii is a financial advisor with Raymond James Financial Services Advisors, Inc., based in Peoria, Illinois. William has been in the financial services industry since 2007 and has a Series 7TO, Series 66, and SIE licenses. William has experience with a wide range of clients, including individuals, corporations, pension plans, and insurance companies. William is committed to providing his clients with personalized financial advice and helping them achieve their financial goals. William is also affiliated with Busey Bank and Busey Investment Services.
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
IL
07/17/2023 - Present
Raymond James Financial Services Advisors, Inc. (Peoria IL)
BOTH
Issued 07/01/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/13/2023
Series 7TO - General Securities Representative Examination
BC
Issued 09/30/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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