Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Fussell is a financial advisor at Raymond James & Associates, Inc. with over 25 years of experience in the industry. William has been registered with Raymond James & Associates, Inc. since 2012. Before that, William worked at MORGAN KEEGAN & COMPANY, LLC and KNOX, WALL & COMPANY. William holds Series 7, 50, 53, 54, 63, 79TO, 99TO and SIE licenses. William is registered in the state of Florida. William's clients include high-net-worth individuals, corporations, pension plans, and other 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
FL
08/20/2012 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
GA
08/01/1997 - 10/11/2013
MORGAN KEEGAN & COMPANY, LLC (ATLANTA GA)
GA
03/19/1997 - 08/01/1997
KNOX, WALL & COMPANY (ATLANTA GA)
BC
Issued 03/24/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/14/2019
Series 54 - Municipal Advisor Principal Qualification Examination
BC
Issued 02/21/2003
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/25/2016
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 03/18/1997
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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