Unclaimed
William Newton is a financial advisor registered with Archer Investment Corp. William has been in the securities industry for over 25 years and has experience with various financial products and services. William earned his Series 7 and Series 63 licenses in 1994 and is a Certified Financial Planner. William is also a Certified Public Accountant. William has held previous positions with Financial Network Investment Corporation, Corporate Securities Group, Inc., and Quest Capital Strategies, Inc.. William provides financial advice to individuals, families, and businesses. William is also a Certified Financial Planner. William's areas of specialization include retirement planning, college savings, estate planning, and investment management. William is committed to providing his clients with personalized financial advice and guidance.
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.
Guidance on pension options to ensure a secure financial future.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
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2
IN
11/28/2017 - Present
Archer Investment Corp. (CARMEL IN)
NC
12/01/1997 - 10/07/2011
FINANCIAL NETWORK INVESTMENT CORPORATION (CHARLOTTE NC)
MO
05/10/1995 - 12/01/1997
CORPORATE SECURITIES GROUP, INC. (ST. LOUIS MO)
CA
11/01/1994 - 05/22/1995
QUEST CAPITAL STRATEGIES, INC. (LAGUNA HILLS CA)
BC
Issued 12/02/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/31/1994
Series 7 - General Securities Representative Examination
Active
Inactive
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