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 Hartmann is an advisor who has been in the financial services industry since January 1997. William is currently registered with Raymond James Financial Services Advisors, Inc. in Marion, Illinois. William is also registered as an Investment Advisor Representative in Illinois. Before Raymond James Financial Services Advisors, Inc. William was affiliated with J.J.B. HILLIARD, W.L. LYONS, LLC, from August 2015 to December 2017. William has worked in the Marion and Carbondale, Illinois areas.
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
IL
11/20/2017 - Present
Raymond James Financial Services Advisors, Inc. (MARION IL)
IL
08/31/2015 - 12/14/2017
J.J.B. HILLIARD, W.L. LYONS, LLC (MARION IL)
IL
09/25/2006 - 01/10/2014
J.J.B. HILLIARD, W.L. LYONS, LLC (MARION IL)
IL
05/30/1995 - 09/27/2006
A. G. EDWARDS & SONS, INC. (CARBONDALE IL)
BOTH
Issued 12/11/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/16/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/26/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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