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 French iii is a financial advisor with over 30 years of experience in the industry. William is currently registered with Red Oak Advisors LLC and has previously been registered with Morgan Stanley, Morgan Stanley & Co. Incorporated, UBS Financial Services Inc., Prudential Securities Incorporated and Merrill Lynch, Pierce, Fenner & Smith Incorporated. William provides investment advice and financial planning services to individuals on a fee-based platform.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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2
TN
06/19/2017 - Present
RED OAK Advisors LLC (Memphis TN)
TN
06/01/2009 - 10/02/2013
MORGAN STANLEY (MEMPHIS TN)
TN
12/07/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (MEMPHIS TN)
VA
03/30/2001 - 12/17/2007
UBS FINANCIAL SERVICES INC. (ROANOKE VA)
NY
05/08/1989 - 04/18/2001
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
10/21/1987 - 05/10/1989
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 07/29/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/29/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/26/1993
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/06/1996
Series 15 - Foreign Currency Options Examination
BC
Issued 02/06/1996
Series 5 - Interest Rate Options Examination
BC
Issued 07/28/1993
Series 3 - National Commodity Futures Examination
BC
Issued 10/17/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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