Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Jasper Raike is an investment advisor representative at Woodstock Wealth Management, Inc. based in Woodstock, GA. William has been in the securities industry since 1986 and has experience with various investment strategies and financial planning services. William is registered with the Securities and Exchange Commission and holds Series 4, 7, 24, 55, 63 and 65 licenses. In addition to William's work at Woodstock Wealth Management, Inc. William also owns and operates several other businesses including National Developers of VA LLC, Woodstock Holdings, Inc. and a sole proprietorship.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
GA
07/03/2018 - Present
Woodstock Wealth Management, Inc. (Woodstock GA)
GA
05/10/1995 - 12/12/2019
WOODSTOCK FINANCIAL GROUP, INC. (WOODSTOCK GA)
FL
02/28/1994 - 05/12/1995
FIRST COLONIAL SECURITIES GROUP, INC. (BOCA RATON FL)
VA
09/15/1992 - 01/19/1994
DAVENPORT & CO. OF VIRGINIA, INC. (RICHMOND VA)
NA
01/02/1987 - 07/29/1992
J. W. GANT & ASSOCIATES, INC.
NA
07/28/1986 - 01/02/1987
MICHELIN AND COMPANY, INC.
IA
Issued 11/12/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/19/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/01/1995
Series 4 - Registered Options Principal Examination
BC
Issued 08/22/1988
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/2001
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 07/19/1986
Series 7 - General Securities Representative Examination
Active
Inactive
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