Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Ockerlund has been in the financial industry since November 23, 1982. William is currently registered with Raymond James Financial Services Advisors, Inc., a firm with approximately 1,030,208 client accounts and over $344 billion in regulatory assets under management. William is also registered with the states of Florida, Michigan and Texas. William has previously been registered with Wells Fargo Clearing Services, LLC and Robert W. Baird & Co. Incorporated. William offers a variety of services, including financial planning, portfolio management for individuals and businesses, and educational seminars. William also provides hourly & fixed rate consultations, and works with clients of all types, including individuals, businesses, charitable organizations, insurance companies, pension and profit sharing plans, and banking or thrift institutions.
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
FL
09/23/2019 - Present
Raymond James Financial Services Advisors, Inc. (Islamorada FL)
MI
08/25/2000 - 09/24/2019
WELLS FARGO CLEARING SERVICES, LLC (HOLLAND MI)
WI
07/01/1988 - 08/30/2000
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
NA
11/24/1982 - 07/01/1988
BUYS-MACGREGOR, MACNAUGHTON- GREENAWALT & CO.
BOTH
Issued 10/20/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/29/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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