Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Greer has been in the financial services industry since 1994. Currently, William Greer is a registered representative of Raymond James & Associates, Inc., and is also a registered investment advisor in Texas. William Greer's previous experience includes roles at MORGAN KEEGAN & COMPANY, INC., CITIGROUP GLOBAL MARKETS INC., THE ROBINSON-HUMPHREY COMPANY, LLC, and GNA SECURITIES, INC.. William Greer has a broad range of licenses and certifications, including Series 7, Series 6, Series 63, and Series 65. In addition to investment advisory services, William Greer also provides financial planning services.
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
GA
01/15/2014 - Present
Raymond James & Associates, Inc. (MACON GA)
GA
02/11/2005 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (MACON GA)
NY
01/02/2002 - 03/08/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
GA
07/14/1995 - 01/02/2002
THE ROBINSON-HUMPHREY COMPANY, LLC (ATLANTA GA)
VA
02/07/1994 - 05/16/1995
GNA SECURITIES, INC. (GLEN ALLEN VA)
IA
Issued 07/06/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/04/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/03/1995
Series 7 - General Securities Representative Examination
BC
Issued 02/04/1994
Series 6 - Investment Company Products/Variable Contracts 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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