Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam J. Ihrig is a financial advisor with Raymond James & Associates, Inc. and Raymond James Financial Services Advisors, Inc. William is based in ST. PETERSBURG, FL. William has been a registered financial advisor since 2014. He has a broad range of experience in the industry and is committed to providing personalized financial advice to his clients. He holds the Series 7, 63, 52, 66, SIE, 4, 24, and 53 licenses. William's clients include individuals, families, businesses, and institutions. He provides a variety of financial services, including financial planning, investment management, retirement planning, and estate planning.
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
09/20/2022 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
OH
09/22/2017 - 05/31/2022
J.P. MORGAN SECURITIES LLC (COLUMBUS OH)
CO
11/07/2014 - 04/03/2017
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (DENVER CO)
CO
01/01/2014 - 08/20/2014
SCOTTRADE, INC. (WESTMINSTER CO)
BOTH
Issued 08/29/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/29/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/05/2024
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/17/2019
Series 4 - Registered Options Principal Examination
BC
Issued 02/09/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/27/2013
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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