Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Genthert has been in the financial industry since 1983, working for firms such as Lehman Brothers Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. William is currently registered as a Registered Representative with Raymond James & Associates, Inc., in Atlanta, Georgia. William provides a variety of services including financial planning, pension consulting, portfolio management for individuals and businesses, selection of other advisors, and educational seminars.
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.
Please see note in schedule d - miscellaneous
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
GA
07/16/2018 - Present
Raymond James & Associates, Inc. (ATLANTA GA)
GA
01/12/2001 - 07/18/2018
WELLS FARGO CLEARING SERVICES, LLC (ALPHARETTA GA)
NY
12/08/1997 - 01/23/2001
ING BARINGS LLC (NEW YORK NY)
NY
08/14/1995 - 09/18/1997
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NY
04/09/1984 - 09/07/1995
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
04/19/1984 - 06/27/1984
LEHMAN BROTHERS KUHN LOEB INCORPORATED
NA
07/20/1983 - 04/04/1984
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IA
Issued 05/13/1991
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/22/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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