Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Martin is a financial advisor with Raymond James & Associates, Inc. William has been in the financial services industry since 1997. William specializes in providing financial advice and portfolio management services for individuals, businesses, and institutions. William also has experience in providing pension consulting and educational seminars. William is a Certified Financial Planner.
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
TX
06/17/2016 - Present
Raymond James & Associates, Inc. (McAllen TX)
TX
06/01/2009 - 07/15/2016
MORGAN STANLEY (MCALLEN TX)
TX
01/16/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (MCALLEN TX)
TX
10/13/1997 - 01/22/2008
A. G. EDWARDS & SONS, INC. (MCALLEN TX)
BOTH
Issued 02/21/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/15/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/03/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 10/10/1997
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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