Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Creedon is an investment advisor representative at Raymond James & Associates, Inc. William has been in the securities industry since 1983 and is registered with the state of California and Texas. William has worked for a variety of firms, including UBS Financial Services Inc., RBC Capital Markets Corporation, and Sutro & Co. Incorporated. William is a Series 65 and Series 63 licensed individual. William is a member of the board of directors of a low-income housing project. William also specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and portfolio management for individuals.
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.
Please see note in schedule d - miscellaneous
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.
1
2
CA
11/27/2023 - Present
Raymond James & Associates, Inc. (Pasadena CA)
CA
11/21/2008 - 03/06/2015
UBS FINANCIAL SERVICES INC. (PASADENA CA)
CA
03/09/2002 - 12/02/2008
RBC CAPITAL MARKETS CORPORATION (PASADENA CA)
CA
10/06/2000 - 03/09/2002
SUTRO & CO. INCORPORATED (SAN FRANCISCO CA)
MO
09/21/1990 - 01/16/2001
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NY
11/27/1987 - 10/12/1990
PRUDENTIAL-BACHE SECURITIES INC. (NEW YORK NY)
NA
06/22/1983 - 01/01/1988
E. F. HUTTON & COMPANY INC
IA
Issued 12/22/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/29/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/08/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/1983
Series 3 - National Commodity Futures Examination
BC
Issued 06/18/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure William Creedon is the right advisor for you? Invested Better is here to help.
