Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Dishman is a financial advisor associated with Raymond James Financial Services Advisors, Inc., with 30+ years of experience. William currently works in the Sandy, UT office and has been registered with the firm since 2009. Previously, William has been employed by MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, MONY SECURITIES CORPORATION. William holds a Series 63, 6, 7, 24, 31, 51, 65 license, and is a CFP® professional and a ChFC®. William also has been licensed in many states, including Alabama, Alaska, Arizona, California, Colorado, Florida, Hawaii, Idaho, Maine, Maryland, Missouri, New Jersey, New Mexico, New York, Oregon, Pennsylvania, Texas, Utah, Virginia, Washington, Wisconsin, and Wyoming.
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
UT
01/02/2009 - Present
Raymond James Financial Services Advisors, Inc. (Sandy UT)
NY
12/20/1999 - 05/31/2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
07/06/1992 - 01/28/2000
MONY SECURITIES CORPORATION (NEW YORK NY)
IA
Issued 11/15/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/01/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/05/2005
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 08/11/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/29/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 02/17/1993
Series 7 - General Securities Representative Examination
BC
Issued 07/02/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure William Dishman is the right advisor for you? Invested Better is here to help.
