Unclaimed
William Douglas Wilson is a financial advisor with Ameriprise Financial Services, LLC. William has been in the industry since 2000 and is registered with the state of Arkansas. William's previous experience includes working with Investment Professionals, Inc. and Edward Jones.
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.
Asset allocation services
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
06/27/2018 - Present
Ameriprise Financial Services, LLC (North Little Rock AR)
AR
06/09/2003 - 09/25/2018
INVESTMENT PROFESSIONALS, INC. (North Little Rock AR)
MO
10/10/2000 - 06/05/2003
EDWARD JONES (ST. LOUIS MO)
IA
Issued 08/28/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/11/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/09/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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