Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Anderson is a registered representative with over 25 years of experience in the financial services industry. William's career began with T. Rowe Price Investment Services, Inc. in 1995 and has included roles with GPC Securities, Inc., Hartford Securities Distribution Company, Inc., and USAA Financial Advisors, Inc. William is currently a registered representative with USAA Investment Services Co. where he has been since 2020. William is licensed in the state of Florida. William holds FINRA Series 6, 7, 24, 51, and 63 licenses as well as the SIE. William specializes in financial 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.
Referrals
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.
Referral fees pursuant to a referral agreement
1
2
FL
06/08/2020 - Present
Usaa Investment Services Co. (Tampa FL)
FL
03/31/2010 - 06/08/2020
USAA FINANCIAL ADVISORS, INC. (TAMPA FL)
GA
04/04/2008 - 02/02/2009
HARTFORD SECURITIES DISTRIBUTION COMPANY, INC. (ATLANTA GA)
GA
04/11/2000 - 04/02/2008
GPC SECURITIES, INC. (ATLANTA GA)
MD
01/31/1995 - 03/27/2000
T. ROWE PRICE INVESTMENT SERVICES, INC. (BALTIMORE MD)
BOTH
Issued 05/15/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/08/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/28/2016
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 01/03/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/1997
Series 7 - General Securities Representative Examination
BC
Issued 01/30/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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