Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Fraser Laird is a financial advisor with Newedge Advisors. William has been in the financial industry since 2007. William is registered with the state of Florida and has a Series 7 and Series 66 license. He has worked for Dixon Hughes Wealth Advisors LLC and Forvis Wealth Advisors LLC in the past. William is a Certified Financial Planner (CFP) and a Chartered Financial Analyst (CFA).
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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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LA
10/17/2023 - Present
Newedge Advisors (NEW ORLEANS LA)
FL
06/06/2007 - 08/17/2009
RAYMOND JAMES & ASSOCIATES, INC. (JACKSONVILLE FL)
BOTH
Issued 06/20/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/05/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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