Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Stone is a financial advisor in Fayetteville, Georgia. William Stone has been in the financial services industry since February 3, 2004. William Stone is a registered representative with Raymond James Financial Services Advisors, Inc. and has been with the firm since January 2009. William Stone has passed the Series 7, Series 10, Series 9, and Series 66 exams. William Stone also has a Certified Financial Planner designation.
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
GA
01/02/2009 - Present
Raymond James Financial Services Advisors, Inc. (FAYETTEVILLE GA)
BOTH
Issued 02/09/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/02/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/07/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/02/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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