Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Michael Mann jr. is a financial advisor with over 20 years of experience in the industry. William is currently registered with Raymond James & Associates, Inc., and has offices in both Louisiana and Texas. Prior to joining Raymond James & Associates, Inc. William worked at UBS Financial Services Inc. William holds Series 7 and 66 licenses, as well as the SIE exam. William has extensive experience providing financial planning, portfolio management, and other advisory services to individuals, corporations, and institutional clients. William is a respected and experienced financial advisor dedicated to providing personalized financial solutions to help clients achieve 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.
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
LA
11/13/2014 - Present
Raymond James & Associates, Inc. (NEW ORLEANS LA)
LA
03/14/2002 - 11/03/2014
UBS FINANCIAL SERVICES INC. (NEW ORLEANS LA)
BOTH
Issued 04/04/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/2002
Series 7 - General Securities Representative 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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