Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Thompson is a financial advisor at Raymond James Financial Services Advisors, Inc. William has been in the financial services industry for over 47 years. William is licensed in multiple states, and holds Series 63, Series 65, Series 24, Series 7TO, SIE, and Series 1 licenses. William provides financial planning, portfolio management, and educational seminars to individuals and businesses. William also owns and operates a rental real estate business.
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
MS
01/02/2009 - Present
Raymond James Financial Services Advisors, Inc. (Clinton MS)
NA
05/14/1974 - 08/08/1986
IDS FINANCIAL SERVICES INC.
NA
05/14/1974 - 08/08/1986
IDS LIFE INSURANCE COMPANY
NA
05/14/1974 - 08/08/1986
IDS MARKETING CORPORATION
IA
Issued 05/13/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/26/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/20/1987
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/10/1974
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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