Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Jones is a financial advisor with Trust Advisory Group Ltd., a registered investment advisor. William has been in the financial services industry since 1992 and has held various roles at different financial firms. William is registered with the state of Massachusetts and holds Series 6, 7, 24, 63 and 65 licenses. William offers financial planning, pension consulting, and portfolio management services to individuals, businesses, and retirement plans.
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.
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
MA
11/12/1999 - Present
Trust Advisory Group Ltd. (READING MA)
MA
11/01/1994 - 07/26/1999
BANKBOSTON INVESTOR SERVICES, INC. (BOSTON MA)
PA
06/24/1993 - 11/08/1994
SEI FINANCIAL SERVICES COMPANY (OAKS PA)
OH
12/16/1991 - 06/02/1993
PEBSCO SECURITIES CORP. (COLUMBUS OH)
IA
Issued 11/05/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/20/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/16/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/14/1994
Series 7 - General Securities Representative Examination
BC
Issued 12/13/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure William Jones is the right advisor for you? Invested Better is here to help.
