Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Scott has been in the financial services industry since 2006. William is currently registered as a Registered Representative with Raymond James Financial Services Advisors, Inc. William Scott is also registered as an Investment Adviser Representative with the same firm. William was previously employed with SunTrust Investment Services, Inc. William has a strong background in financial planning and has worked with a wide range of clients, including high-net-worth individuals, corporations, and retirement plans. William Scott is committed to providing his clients with personalized financial advice and helping them reach their financial goals.
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
VA
01/12/2016 - Present
Raymond James Financial Services Advisors, Inc. (Richmond VA)
VA
02/22/2006 - 11/19/2014
SUNTRUST INVESTMENT SERVICES, INC. (RICHMOND VA)
BOTH
Issued 03/27/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/10/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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