Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Hyde Cleaver is a financial advisor currently registered with Raymond James & Associates, Inc.. William has been working in the securities industry since February 22, 2000. William has licenses to operate in 16 states. William is associated with the Frisco, TX branch of Raymond James & Associates, Inc. William has a variety of licenses and registrations including the Series 66, Series 63, and Series 7 exams. William also holds the SIE exam license. William has a variety of specializations, including Retirement, College Savings, Estate Planning, Financial Planning, and Insurance. William is active in the business community and is the owner of VFO Properties, LLC.
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
TX
10/25/2016 - Present
Raymond James & Associates, Inc. (Frisco TX)
MI
06/05/2009 - 08/06/2010
CAMBRIDGE INVESTMENT RESEARCH, INC. (GAYLORD MI)
MI
08/29/2008 - 05/27/2009
TRIAD ADVISORS, INC. (GAYLORD MI)
MI
09/11/2001 - 09/04/2008
ROBERT W. BAIRD & CO. INCORPORATED (GAYLORD MI)
IL
10/13/1993 - 05/09/1995
NIKE SECURITIES L.P. (WHEATON IL)
BOTH
Issued 09/21/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/03/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/2001
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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