Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Garrett Greene is a financial advisor with Raymond James & Associates, Inc. and has been in the industry since May 17, 1994. William holds licenses in several states, including Tennessee and Texas, and has a wide range of experience in financial planning and investment management. William has been with Raymond James & Associates, Inc. since February 2013. Before that, William was registered with MORGAN KEEGAN & COMPANY, INC. and AMSOUTH INVESTMENT SERVICES, INC. William has passed the Series 7, 63, and 66 exams, as well as the SIE exam. William is a licensed and registered advisor. William is also a partner in Wellspring Properties, LLC, a rental real estate company.
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
TN
12/04/2014 - Present
Raymond James & Associates, Inc. (Franklin TN)
TN
02/13/2007 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (NASHVILLE TN)
TN
02/14/2000 - 02/13/2007
AMSOUTH INVESTMENT SERVICES, INC. (NASHVILLE TN)
WI
02/01/1997 - 02/14/2000
INVEST FINANCIAL CORPORATION (APPLETON WI)
NA
05/18/1994 - 02/01/1997
AMERISTAR CAPITAL MARKETS, INC.
BOTH
Issued 08/07/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/03/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/1994
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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