Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Loemker Furber is a financial advisor at Raymond James & Associates, Inc. in Boston, Massachusetts. William has over 30 years of experience in the financial services industry. William has been with Raymond James & Associates, Inc. since September 2016. Prior to that, William was with DEUTSCHE BANK SECURITIES INC. in Boston, Massachusetts, Matrix Capital Group, Inc. in New York, New York, CREDIT SUISSE FIRST BOSTON CORPORATION in New York, New York, KIDDER, PEABODY & CO. INCORPORATED in New York, New York, and SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED in New York, New York. William holds FINRA Series 3, 7, 63, and 65 licenses.
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
MA
09/06/2016 - Present
Raymond James & Associates, Inc. (Boston MA)
MA
06/03/2010 - 09/06/2016
DEUTSCHE BANK SECURITIES INC. (BOSTON MA)
NY
01/23/2003 - 06/09/2010
MATRIX CAPITAL GROUP, INC. (NEW YORK NY)
NY
09/08/1992 - 12/06/1999
CREDIT SUISSE FIRST BOSTON CORPORATION (NEW YORK NY)
NY
06/28/1990 - 09/16/1992
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
NY
07/01/1984 - 08/02/1989
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED (NEW YORK NY)
BC
Issued 01/28/2003
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/18/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/22/2003
Series 7 - General Securities Representative Examination
BC
Issued 11/17/1993
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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