Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Berry is a financial advisor with over 30 years of experience. William has worked with Raymond James Financial Services Advisors, Inc. since 2010. Prior to that, William was with Raymond James & Associates, Inc., Banc One Securities Corporation, PaineWebber Incorporated, Rotan Mosle Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. William holds a Series 7, 24, 63 and 65 license.
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
TX
02/05/2010 - Present
Raymond James Financial Services Advisors, Inc. (HOUSTON TX)
TX
02/07/2005 - 02/04/2010
RAYMOND JAMES & ASSOCIATES, INC. (HOUSTON TX)
IL
02/03/1993 - 02/09/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
NJ
01/01/1991 - 03/15/1991
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NA
12/02/1986 - 01/01/1991
ROTAN MOSLE INC.
NA
06/18/1985 - 12/12/1986
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IA
Issued 01/30/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/21/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/05/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/15/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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