Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Reaves is a financial advisor with over 17 years of experience in the financial services industry. William is currently registered with Bok Financial Securities, Inc. in Grapevine, Texas. William has held previous positions with TIAA-CREF Individual & Institutional Services, LLC, Scottrade, Inc., and Edward Jones. William is licensed to provide financial advice in Texas. William specializes in portfolio management, financial planning, and providing educational seminars.
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.
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.
Furnishes advice about securities in any manner not described above.
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.
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2
TX
04/10/2024 - Present
BOK Financial Securities, Inc. (GRAPEVINE TX)
TX
06/17/2016 - 04/08/2024
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (LEWISVILLE TX)
TX
03/06/2009 - 04/26/2016
SCOTTRADE, INC. (GARLAND TX)
TX
06/12/2006 - 02/10/2009
EDWARD JONES (MURPHY TX)
TX
05/15/2006 - 06/13/2006
QUEST CAPITAL STRATEGIES, INC. (SACHSE TX)
BOTH
Issued 08/04/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/08/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/14/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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