Unclaimed
William E Johnston is a financial advisor with over 11 years of experience in the industry. William is registered with Ameriprise Financial Services, LLC and is licensed in 13 states. William offers a variety of services to clients, including financial planning, asset allocation, and portfolio management. William has a strong track record of success in helping clients 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.
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
SC
08/09/2024 - Present
Ameriprise Financial Services, LLC (Rock Hill SC)
SC
04/11/2013 - 08/12/2024
EDWARD JONES (ROCK HILL SC)
BOTH
Issued 04/26/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/10/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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