Unclaimed
William Harold Buckley is an active Investment Advisor Representative with Eagle Wealth Strategies. William has been in the industry since 12/15/1998 and is currently registered in New Jersey. William has experience in the securities industry and is registered to provide advisory services to individuals and corporations. William also works as an independent contractor in the accounting and tax advisory field.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Consulting fees
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.
A percentage of the total value of assets under management is charged.
Consulting fee
1
2
NJ
03/31/2023 - Present
Eagle Wealth Strategies (Woodbury NJ)
NJ
12/15/1998 - 05/08/2023
RAYMOND JAMES FINANCIAL SERVICES, INC. (WEST DEPTFORD NJ)
BOTH
Issued 12/16/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/26/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/1998
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure William Buckley is the right advisor for you? Invested Better is here to help.