Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Henry Dietz is a financial advisor with Raymond James Financial Services Advisors, Inc. He is a registered representative and investment advisor representative with over 25 years of experience in the financial services industry. William Dietz provides financial planning, portfolio management, and other investment-related services to individuals and families. He is licensed to conduct business in multiple states, including Texas, Florida, California, and more. William is also active in the community, serving on the board of directors of Fidelity Bank of Texas and as the chair of the board of directors of the Texas State Affordable Housing Corporation.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
TX
06/10/2009 - Present
Raymond James Financial Services Advisors, Inc. (WACO TX)
TX
10/15/2004 - 06/18/2009
UBS FINANCIAL SERVICES INC. (WACO TX)
NY
12/11/1996 - 10/18/2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 01/08/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/23/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/30/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/18/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/15/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 12/10/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure William Dietz is the right advisor for you? Invested Better is here to help.
