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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Jewett Warner is a financial advisor with Equitable Advisors, LLC. William has been in the industry since June 13, 2011. William has a series of licenses including Series 7, Series 24, Series 30, Series 31, Series 52TO, Series 53, and Series 66. William previously worked at Raymond James Financial Services, Inc. and LPL Financial LLC. Equitable Advisors, LLC is a leading financial services firm that provides a variety of products and services, including financial planning, portfolio management, insurance, and retirement planning. William specializes in financial planning, insurance, 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.
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.
1
2
FL
11/09/2017 - Present
Equitable Advisors, LLC (TAMPA FL)
FL
11/01/2016 - 07/20/2017
LPL FINANCIAL LLC (TAMPA FL)
IL
05/13/2011 - 10/17/2016
RAYMOND JAMES FINANCIAL SERVICES, INC. (BOURBONNAIS IL)
BOTH
Issued 09/21/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/11/2016
Series 30 - NFA Branch Manager Examination
BC
Issued 09/27/2013
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/29/2011
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/2016
Series 31 - Futures Managed Funds Examination
BC
Issued 05/12/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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