Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Edward Turner is a registered investment advisor representative in Florida, California and is an active investment advisor in Florida. William Edward Turner's career in the financial industry began on December 3, 1995. Currently, William Edward Turner is employed by Eagle Strategies LLC and has been with them since November 1, 2002. Prior to that William Edward Turner worked for FRANKLIN FINANCIAL SERVICES CORPORATION. William Edward Turner is a licensed securities professional who holds the Series 6, Series 63 and Series 65 licenses, and the Securities Industry Essentials (SIE) examination. William Edward Turner is a registered representative of Eagle Strategies LLC in Florida and California. William Edward Turner is also registered as an investment advisor representative in Florida.
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.
Personalized portfolio management to meet individual financial objectives.
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.
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FL
11/01/2002 - Present
Eagle Strategies LLC (PONTE VEDRA FL)
TX
11/14/1995 - 05/05/1998
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
IA
Issued 10/2/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/18/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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