Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Jay Peacock is a financial advisor at Ameriprise Financial Services, LLC with 24 years of experience in the financial services industry. William is registered with FINRA and has a Series 7, Series 63, and Series 65 licenses. He is also registered to offer investment advice in 26 states. William has experience with working with clients from a variety of backgrounds, including high net worth individuals, businesses, and pension plans. William is dedicated to providing his clients with comprehensive financial planning services, including asset allocation, investment management, and retirement planning.
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.
Asset allocation 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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TX
09/05/2023 - Present
Ameriprise Financial Services, LLC (San Angelo TX)
TX
07/26/2018 - 09/08/2023
LPL FINANCIAL LLC (SAN ANGELO TX)
TX
08/05/2013 - 08/01/2018
RAYMOND JAMES FINANCIAL SERVICES, INC. (SAN ANGELO TX)
TX
01/07/2002 - 08/12/2013
H.D. VEST INVESTMENT SERVICES (SAN ANGELO TX)
MO
08/29/2000 - 10/29/2001
EDWARD JONES (ST. LOUIS MO)
MO
05/13/1999 - 08/29/2000
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
IA
Issued 11/16/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/18/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/11/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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