Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Marion Roberson is an active Registered Representative and Investment Advisor Representative in the state of Mississippi. William has been in the financial services industry for over 20 years, and has held various roles in the industry including Financial Advisor, Investment Banker, and Financial Consultant. William is currently registered with Raymond James Financial Services Advisors, Inc. and has been since 2019. Prior to that, William worked for Morgan Stanley for 10 years. William is committed to providing his clients with personalized financial advice, and has a proven track record of success.
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
MS
04/12/2019 - Present
Raymond James Financial Services Advisors, Inc. (VICKSBURG MS)
MS
06/01/2009 - 04/17/2019
MORGAN STANLEY (VICKSBURG MS)
MS
02/21/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (VICKSBURG MS)
MD
10/13/2004 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
GA
02/07/2000 - 10/14/2004
FSC SECURITIES CORPORATION (ATLANTA GA)
NY
04/09/1998 - 02/11/2000
AXA ADVISORS, LLC (NEW YORK NY)
NY
04/09/1998 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 12/20/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/24/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/13/2000
Series 7 - General Securities Representative Examination
BC
Issued 04/08/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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