Unclaimed
William Granvel Dilley is a registered investment advisor representative with Raymond James Financial Services Advisors, Inc. William has been in the securities industry for over 35 years and has a wealth of experience in financial planning, portfolio management, and investment advisory services. William is a highly qualified advisor with a strong track record of success. He is committed to providing clients with personalized financial guidance and customized investment solutions that help them achieve their financial goals. William is also committed to providing clients with a high level of service and support.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
WV
08/19/2009 - Present
Raymond James Financial Services Advisors, Inc. (BARBOURSVILLE WV)
WV
04/27/1992 - 08/10/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHARLESTON WV)
NY
08/23/1991 - 10/14/1991
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
FL
08/25/1988 - 09/16/1989
INTERNATIONAL ASSETS ADVISORY CORPORATION (ORLANDO FL)
NA
10/26/1987 - 12/07/1987
J. W. GANT & ASSOCIATES, INC.
NA
04/21/1987 - 11/03/1987
BROKERS SECURITIES, INC.
NA
11/11/1986 - 03/30/1987
MUTUAL BENEFIT FINANCIAL SERVICE COMPANY
NA
12/21/1982 - 11/06/1986
FIRST JERSEY SECURITIES, INC.
BC
Issued 01/05/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/29/1985
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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