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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Guy Branscome is an investment advisor representative with Raymond James & Associates, Inc. He has been in the industry since 1997 and has worked for multiple firms including Morgan Keegan & Company, Inc. and PFIC Securities Corporation. William Guy Branscome has a wide range of experience and holds both Series 63 and 65 licenses. He is registered to provide investment advice in multiple states and has a strong track record of providing investment guidance to individuals and businesses.
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
MS
02/13/2013 - Present
Raymond James & Associates, Inc. (GRENADA MS)
MS
07/28/2004 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (GRENADA MS)
TN
10/01/1997 - 08/04/2004
PFIC SECURITIES CORPORATION (FRANKLIN TN)
NA
01/16/1997 - 10/01/1997
UNION PLANTERS BROKERAGE SERVICES INC.
IA
Issued 06/04/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/11/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/15/1997
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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