Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Terry is a financial professional with over 23 years of experience in the industry. William has a strong background in providing financial planning and portfolio management services to individuals, businesses, and charitable organizations. William is currently registered with Money Concepts Capital Corp. in Florida and Oregon. William has held previous positions with a number of other firms, including CUNA Brokerage Services, Inc., Allstate Financial Services, LLC, and U.S. Bancorp Investments, Inc.. William has a broad range of experience in the financial services industry, including investment advisory services, securities brokerage, and insurance.
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
02/13/2013 - Present
Money Concepts Capital Corp. (PALM BEACH GARDENS FL)
WA
11/21/2011 - 02/08/2013
CUNA BROKERAGE SERVICES, INC. (VANCOUVER WA)
OR
08/14/2009 - 11/09/2011
ALLSTATE FINANCIAL SERVICES, LLC (NEWBERG OR)
OR
07/27/2007 - 05/27/2009
CUSO FINANCIAL SERVICES, L.P. (HILLSBORO OR)
OR
01/10/2006 - 05/09/2007
ALLSTATE FINANCIAL SERVICES, LLC (WEST LINN OR)
MN
12/10/2004 - 05/31/2005
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
AZ
02/13/2004 - 12/03/2004
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
CA
07/16/2003 - 02/06/2004
UBOC INVESTMENT SERVICES, INC. (GLENDALE CA)
CA
04/08/2003 - 07/15/2003
PARTNERVEST SECURITIES, INC. (SANTA BARBARA CA)
NY
11/29/2002 - 04/17/2003
IFMG SECURITIES, INC. (PURCHASE NY)
SC
09/27/2001 - 12/16/2002
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
CA
09/22/2000 - 09/05/2001
WM FINANCIAL SERVICES, INC. (IRVINE CA)
IL
07/07/2000 - 09/26/2000
HORACE MANN INVESTORS INC (SPRINGFIELD IL)
NY
04/26/1999 - 07/03/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 03/20/2012
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 11/16/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/07/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 04/23/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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