Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Jason Yost has been an active financial advisor for over 20 years. William is currently registered with Independent Financial Partners, working with a broad range of clients, including individuals, corporations, charitable organizations, and pension and profit-sharing plans. William has a diverse range of experience and holds a variety of securities licenses, including Series 6, 7, 24, 63, and 65. William provides a variety of financial planning and investment advisory services to his clients.
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.
Personalized portfolio management to meet individual financial objectives.
Non-discretionary investment advice
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.
Percentage of assets under advisement
1
2
GA
01/05/2021 - Present
Independent Financial Partners (Savannah GA)
GA
09/08/2009 - 05/23/2019
LPL FINANCIAL LLC (SAVANNAH GA)
GA
09/12/2008 - 09/08/2009
MUTUAL SERVICE CORPORATION (SAVANNAH GA)
GA
04/05/2006 - 09/16/2008
NEW ENGLAND SECURITIES (SAVANNAH GA)
MA
01/10/2006 - 03/20/2006
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NY
01/04/2002 - 01/11/2006
NEW ENGLAND SECURITIES (NEW YORK NY)
IA
Issued 12/13/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/03/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/03/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/09/2007
Series 7 - General Securities Representative Examination
BC
Issued 01/03/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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