Unclaimed
William Joseph Willson has been in the financial services industry since 1995. He is currently registered with Money Concepts Capital Corp. in Palm Beach Gardens, Florida. William has a broad range of experience, including working with clients in the areas of financial planning, portfolio management, and general consulting services. William is committed to providing his clients with personalized financial advice and guidance. He is a Certified Financial Planner™ professional and has passed several industry exams, including Series 6, Series 7, Series 63, Series 66, and the Securities Industry Essentials Examination.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
General consulting services
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.
Solicitor fee
1
2
FL
01/30/2018 - Present
Money Concepts Capital Corp. (PALM BEACH GARDENS FL)
NV
01/22/2001 - 01/10/2018
CUNA BROKERAGE SERVICES, INC. (CARSON CITY NV)
RI
11/06/1998 - 01/16/2001
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
RI
09/19/1995 - 11/05/1998
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
BOTH
Issued 01/06/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/26/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/02/1999
Series 7 - General Securities Representative Examination
BC
Issued 09/13/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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