Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Maddox Wilkinson is an Investment Advisor Representative and a Registered Representative with Raymond James & Associates, Inc. William Wilkinson is registered with the state securities authorities in Connecticut and New York. William Wilkinson is also registered as an Investment Advisor Representative with the state securities authorities in Connecticut and New York. William Wilkinson has been in the securities industry since March 10, 2021. Before joining Raymond James & Associates, Inc., William Wilkinson worked at Equitable Advisors, LLC. William Wilkinson holds FINRA Series 7, SIE, and Series 66 licenses. William Wilkinson has experience providing financial planning, portfolio management for businesses and individuals, and 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.
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
CT
05/03/2022 - Present
Raymond James & Associates, Inc. (Greenwich CT)
NY
03/11/2021 - 05/06/2022
EQUITABLE ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 01/20/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/11/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/15/2020
SIE - Securities Industry Essentials 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 Wilkinson is the right advisor for you? Invested Better is here to help.
