Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Mihm is a financial advisor registered with Raymond James Financial Services Advisors, Inc. William has been in the financial services industry since 1994, with a focus on providing financial advice and services to individuals, corporations, and other entities. William is registered in 20 states. He is committed to providing his clients with personalized financial planning, portfolio management, and investment advice that meet their individual needs and goals. William has held previous positions at RAYMOND JAMES & ASSOCIATES, INC. and MORGAN STANLEY DW INC. William has a total of 21 years of experience in the financial services industry and holds FINRA Series 7, 24, 31, and 63 licenses. William also holds SIE certification. William's firm, Raymond James Financial Services Advisors, Inc. is a full-service financial services firm that provides investment banking, wealth management, capital markets, and asset management services to individuals, corporations, and institutions. The firm is headquartered in Saint Petersburg, Florida and has offices throughout the United States. Raymond James Financial Services Advisors, Inc. is a leading provider of financial services to a diverse range of clients.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
FL
06/17/2021 - Present
Raymond James Financial Services Advisors, Inc. (BONITA SPRINGS FL)
FL
09/12/2005 - 12/07/2006
RAYMOND JAMES & ASSOCIATES, INC. (BONITA SPRINGS FL)
NY
07/19/1994 - 09/13/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
BC
Issued 07/22/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/09/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/1994
Series 31 - Futures Managed Funds Examination
BC
Issued 07/18/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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