Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Adams is a financial advisor who has been in the industry since March 2008. William is currently registered with Charles Schwab & CO., Inc. and has been with them since March 2018. William has passed the Series 7, Series 9, Series 10 and SIE exams and is a registered representative in all 50 states. William is also a Registered Investment Advisor in Ohio and Texas. William's previous employment includes: PNC Investments, NatCity Investments, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Edward Jones.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
OH
01/11/2022 - Present
Charles Schwab & CO., Inc. (Richfield OH)
OH
09/18/2012 - 03/08/2018
SCOTTRADE, INC. (STOW OH)
OH
11/13/2009 - 09/14/2011
PNC INVESTMENTS (WADSWORTH OH)
OH
07/10/2009 - 11/13/2009
NATCITY INVESTMENTS, INC. (WADSWORTH OH)
OH
03/03/2008 - 02/11/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (AKRON OH)
OH
09/12/2006 - 03/04/2008
EDWARD JONES (UNIONTOWN OH)
BOTH
Issued 09/21/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/21/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/24/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/11/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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