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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Parson is a financial advisor with Raymond James Financial Services Advisors, Inc., working from the Kalispell, MT office. William Parson has been in the financial services industry since October 14, 1998. William Parson holds Series 7, Series 24, Series 63, and Series 65 licenses. William Parson offers financial planning, portfolio management for individuals, and portfolio management for businesses. William Parson is also registered as an Investment Advisor Representative in Montana and Texas. William Parson is affiliated with Snow Peak Wealth Advisors, a company that provides advisory and financial planning services. William Parson is also the owner and proprietor of Aspen Partners LLC, which manages and purchases property that William Parson's Raymond James office is located in.
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
MT
01/23/2019 - Present
Raymond James Financial Services Advisors, Inc. (KALISPELL MT)
FL
10/15/1998 - 01/04/1999
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
IA
Issued 01/21/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/21/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/18/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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