Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Francis Gold is a financial advisor who has been in the industry since 1995. William is currently registered with Steward Partners Investment Advisory, LLC. He has previously worked with Raymond James Financial Services, Inc., UBS Financial Services Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. William offers a variety of financial services, including financial planning, investment management, and pension consulting. He is also a consultant for Tommy Tolles Enterprises. William is registered in multiple states and holds a number of licenses and certifications. He is committed to providing his clients with personalized advice and guidance to help them 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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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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2
NC
06/10/2019 - Present
Steward Partners Investment Advisory, LLC (Hendersonville NC)
NC
06/06/2019 - 05/27/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (HENDERSONVILLE NC)
NC
01/12/2009 - 06/17/2019
UBS FINANCIAL SERVICES INC. (ASHEVILLE NC)
NC
10/10/1995 - 01/14/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HENDERSONVILLE NC)
IA
Issued 7/16/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/25/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 3/10/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 3/6/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/29/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 10/9/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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