Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Foggo is a financial advisor registered with Raymond James & Associates, Inc. William has been in the financial services industry since October 1999. William holds Series 7, 9, 10, 63, and 66 licenses. William has also passed the SIE exam. William has a Certified Financial Planner designation. William is registered with the state of South Carolina and Texas. William also has previous registration experience with A. G. Edwards & Sons, Inc. William's office is located in Bluffton, South Carolina.
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.
Please see note in schedule d - miscellaneous
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.
1
2
SC
10/12/2007 - Present
Raymond James & Associates, Inc. (BLUFFTON SC)
SC
10/18/1999 - 09/19/2006
A. G. EDWARDS & SONS, INC. (BLUFFTON SC)
BOTH
Issued 03/28/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/22/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/10/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/05/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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