Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam James Counsman is a registered representative of Raymond James Financial Services Advisors, Inc. and has been in the industry since 1994. William is also registered as an investment advisor representative in Florida. William previously worked at ROBERT THOMAS SECURITIES, INC and RAYMOND JAMES & ASSOCIATES, INC.. William holds Series 63, Series 24, Series 7 and SIE licenses. William is licensed in 17 states and has a wide range of experience in providing financial planning and portfolio management services to individuals, businesses, and institutions.
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
FL
03/24/2009 - Present
Raymond James Financial Services Advisors, Inc. (SAINT PETERSBURG FL)
FL
12/05/1995 - 01/04/1999
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
FL
05/06/1994 - 12/07/1995
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
BC
Issued 09/23/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/20/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/02/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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