Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Landon Haas is a financial advisor with Raymond James Financial Services Advisors, Inc. William has been in the industry since February 17, 1997. William holds Series 3, 7, 9, 10, 31, 63, and 65 licenses and has earned the SIE designation. William is registered with FINRA and has been approved to conduct business in Alabama, Arkansas, California, Colorado, Florida, Georgia, Illinois, Louisiana, Maryland, Massachusetts, Mississippi, Missouri, New Mexico, North Carolina, Pennsylvania, South Carolina, Tennessee, Texas, Utah, and Virginia. William is also registered with the state of Mississippi as an Investment Advisor Representative. William is affiliated with Citizens National Bank and Citizens National Bank Wealth Management. William specializes in working with individuals, families, and businesses.
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
05/31/2024 - Present
Raymond James Financial Services Advisors, Inc. (Meridian MS)
MS
08/31/2016 - 06/11/2024
WELLS FARGO CLEARING SERVICES, LLC (RIDGELAND MS)
MS
10/16/2009 - 09/08/2016
STIFEL, NICOLAUS & COMPANY, INCORPORATED (RIDGELAND MS)
TN
05/03/2002 - 10/16/2009
UBS FINANCIAL SERVICES INC. (JACKSON TN)
NY
02/18/1997 - 05/15/2002
SALOMON SMITH BARNEY INC. (NEW YORK NY)
IA
Issued 01/21/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/21/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/12/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/13/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/25/2005
Series 3 - National Commodity Futures Examination
BC
Issued 06/28/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 02/14/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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