Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Konchal is an active investment advisor representative with Raymond James & Associates, Inc. based in Grand Island, Florida. William has been in the industry since 1983. William is registered with the following states: California, Florida, Georgia, Illinois, Massachusetts, Michigan, Montana, North Carolina, Ohio, South Carolina, Tennessee, Texas. William is also registered as an investment advisor representative in Florida, Michigan, and Texas. William has previously been associated with J.J.B. HILLIARD, W.L. LYONS, INC. , FIFTH THIRD/THE OHIO COMPANY, LEHMAN BROTHERS INC., E. F. HUTTON & COMPANY INC, and FAHNESTOCK & CO..
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
FL
12/26/2023 - Present
Raymond James & Associates, Inc. (Grand Island FL)
KY
08/24/1998 - 10/21/2004
J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)
OH
05/18/1992 - 08/25/1998
FIFTH THIRD/THE OHIO COMPANY (CINCINNATI OH)
NY
02/15/1988 - 06/11/1992
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
03/09/1984 - 02/15/1988
E. F. HUTTON & COMPANY INC
NA
03/23/1983 - 03/02/1984
FAHNESTOCK & CO.
IA
Issued 05/07/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/25/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/1983
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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