Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Dewandeler is a financial advisor with Edward Jones, a firm with over $800 Billion in assets under management and over 20,000 advisors. William is a Certified Financial Planner and has been in the financial services industry since 2006. William has earned Series 6, 7, 62, 63 and 66 licenses. William has over 20 years of experience in the industry and serves clients in North Carolina, Texas and other states. William is a co-owner of a used bookstore in Franklin, NC. William is a Registered Representative and Investment Advisor Representative in both North Carolina and Texas.
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.
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.
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.
See schedule d - miscellaneous
1
2
NC
05/27/2021 - Present
Edward Jones (FRANKLIN NC)
FL
09/22/2008 - 01/23/2009
ROYAL SECURITIES COMPANY (CASSELBERRY FL)
FL
12/19/2006 - 09/05/2008
AMERICAN HERITAGE CHURCH FINANCE, INC. (CASSELBERRY FL)
BOTH
Issued 02/13/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/13/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/2007
Series 7 - General Securities Representative Examination
BC
Issued 09/18/2006
Series 62 - Corporate Securities Limited Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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