Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Lamont Jaconette is a financial advisor at Principal Securities, Inc. William has been working in the financial industry since November 12, 2016. William holds several licenses including Series 6, 7, 24, 51, and 66. William has experience in financial planning and portfolio management for individuals and businesses. William is also a registered investment advisor in Texas and Michigan.
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.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
MI
05/17/2023 - Present
Principal Securities, Inc. (Lansing MI)
OH
01/02/2003 - 06/11/2004
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
BOTH
Issued 09/06/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/12/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/20/2019
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 01/30/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/24/2018
Series 7 - General Securities Representative Examination
BC
Issued 12/20/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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