Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Williamson has been in the financial industry since 1994. William is currently registered with Gladstone Wealth Partners, based in Palm Beach Gardens, FL. William has a total of 27 years of experience and is registered with FINRA as a Registered Representative. William is also registered with the states of Arizona, California, Colorado, Connecticut, Delaware, Florida, Georgia, Kentucky, Louisiana, Maryland, Massachusetts, Michigan, New Hampshire, New Jersey, New York, North Carolina, Pennsylvania, Rhode Island, South Carolina, Texas, Utah, Vermont, Virginia, Washington, and Wisconsin.
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.
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.
Wrap fee accounts, retirement planning consulting services, general consulting services, and referral services
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.
A percentage of the total value of assets under management is charged.
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2
FL
12/20/2021 - Present
Gladstone Wealth Partners (PALM BEACH GARDENS FL)
NJ
09/19/2012 - 04/04/2017
SANTANDER SECURITIES LLC (COLONIA NJ)
NJ
05/27/2008 - 09/19/2012
LPL FINANCIAL LLC (COLONIA NJ)
NJ
01/31/2005 - 05/27/2008
IFMG SECURITIES, INC. (HAMILTON NJ)
MO
11/11/2003 - 01/24/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
10/15/2001 - 05/02/2003
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
RI
12/22/1993 - 09/06/2001
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
BOTH
Issued 01/09/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/17/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/1994
Series 7 - General Securities Representative Examination
BC
Issued 12/18/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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