Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Homard Keetley is a financial advisor at Raymond James Financial Services Advisors, Inc. William has been in the financial industry since 2000. William is registered with the state of Delaware. William is also a private banker with Fulton Bank, N.A. in Lewes, Delaware.
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
DE
03/09/2018 - Present
Raymond James Financial Services Advisors, Inc. (Lewes DE)
DE
06/04/2015 - 09/01/2017
PNC INVESTMENTS (WILMINGTON DE)
DE
07/25/2006 - 12/21/2007
PNC INVESTMENTS (NEWARK DE)
MO
10/01/2000 - 10/13/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NC
09/02/1998 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
NJ
02/01/1994 - 12/16/1997
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NA
07/18/1989 - 10/21/1989
F.N. WOLF & CO., INC.
BOTH
Issued 07/01/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/30/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/04/2015
Series 7 - General Securities Representative Examination
BC
Issued 01/26/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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