Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Dukelow is a financial advisor with over 30 years of experience in the industry. William is currently registered with Raymond James & Associates, Inc. and is licensed to provide financial advice in multiple states including Florida, Texas and others. Before joining Raymond James & Associates, Inc. William worked with WELLS FARGO ADVISORS for over 13 years. William is dedicated to providing personalized financial guidance to help his clients achieve their financial goals.
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.
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2
FL
01/20/2017 - Present
Raymond James & Associates, Inc. (PONTE VEDRA BEACH FL)
FL
07/01/2003 - 12/05/2016
WELLS FARGO ADVISORS (JACKSONVILLE FL)
NY
01/08/2001 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
MD
12/01/1995 - 01/26/2001
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NY
12/02/1993 - 03/06/1997
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
08/30/1991 - 12/16/1993
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
04/21/1987 - 08/28/1991
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 11/27/1991
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/21/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/1987
Series 3 - National Commodity Futures Examination
BC
Issued 04/18/1987
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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