Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Carboni is a financial advisor with over 15 years of experience in the financial services industry. William is currently registered with Cetera Investment Services LLC and holds Series 7, 24, and 63 licenses, along with the SIE designation. William has previously held positions at Invest Financial Corporation and Raymond James Financial Services, Inc. William’s professional experience spans a range of roles, demonstrating a commitment to serving clients' financial needs.
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.
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.
1
2
IL
02/16/2018 - Present
Cetera Investment Services LLC (LISLE IL)
IL
09/24/2012 - 02/20/2018
INVEST FINANCIAL CORPORATION (LISLE IL)
IL
03/16/2012 - 09/24/2012
RAYMOND JAMES FINANCIAL SERVICES, INC. (LISLE IL)
IL
09/28/2005 - 07/23/2010
RAYMOND JAMES FINANCIAL SERVICES, INC. (LISLE IL)
BC
Issued 10/19/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/09/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure William Carboni is the right advisor for you? Invested Better is here to help.
