Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Earl Elder is a financial advisor with Raymond James Financial Services Advisors, INC. William has been in the financial industry since 1982 and holds Series 5, 7, 52TO, and SIE licenses. William is registered with the state of Texas as a Registered Investment Advisor. William's services include portfolio management for businesses and individuals, financial planning, pension consulting, and educational seminars.
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
AR
12/21/2011 - Present
Raymond James Financial Services Advisors, Inc. (FAYETTEVILLE AR)
AR
04/02/2007 - 03/23/2009
MORGAN STANLEY & CO. INCORPORATED (FAYETTEVILLE AR)
AR
11/16/1982 - 04/02/2007
MORGAN STANLEY DW INC. (FAYETTEVILLE AR)
NA
05/26/1982 - 12/09/1982
SOUTHLAND SECURITIES, INC.
NA
01/25/1982 - 05/20/1982
ARKANSAS SECURITIES, INC.
BC
Issued 2/2/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/2/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/1982
Series 5 - Interest Rate Options Examination
BC
Issued 1/16/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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