Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Frederick Drew is a financial advisor registered with Raymond James & Associates, Inc.. William has been in the financial industry since 1994 and specializes in offering portfolio management, financial planning, pension consulting, and educational seminars. William has been registered with Raymond James & Associates, Inc. since 2019 and previously worked at MORGAN STANLEY, CITIGROUP GLOBAL MARKETS INC. and ALEX. BROWN & SONS INCORPORATED. William has a Series 63, Series 65, Series 3, Series 7, Series 9, and Series 10 license.
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
MA
04/15/2019 - Present
Raymond James & Associates, Inc. (Burlington MA)
MA
06/01/2009 - 02/22/2019
MORGAN STANLEY (BOSTON MA)
CT
02/28/1995 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (WEST HARTFORD CT)
NA
12/20/1993 - 01/30/1995
ALEX. BROWN & SONS INCORPORATED
IA
Issued 09/20/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/04/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/06/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/02/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/03/2005
Series 3 - National Commodity Futures Examination
BC
Issued 12/17/1993
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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