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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 Joseph Planeta is a financial advisor with Edward Jones, a firm with over $800 billion in assets under management. William Joseph Planeta has been in the financial industry since February 1992 and is registered with FINRA and the state of Nevada. He is also registered as an Investment Advisor Representative in Texas. William Joseph Planeta provides financial planning and investment management services to individuals, businesses, and retirement plans. He has a strong focus on developing long-term relationships with clients and helping them reach their financial goals.
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.
See schedule d - miscellaneous
1
2
NV
01/09/2019 - Present
Edward Jones (Carson City NV)
IA
12/06/1994 - 04/16/2004
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
NY
07/27/1994 - 12/07/1994
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
MO
09/29/1993 - 07/27/1994
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
MN
02/18/1992 - 10/12/1993
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
02/18/1992 - 10/12/1993
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 05/24/2007
Series 66 - Uniform Combined State Law Examination
IA
Issued 06/10/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/19/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/14/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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