Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Myers Perry is a financial advisor with Charles Schwab & CO., Inc. William has been in the industry since 2011 and holds Series 7 and 63 licenses. William is also a Certified Financial Planner. William has experience with a wide range of clients, including individuals, corporations, and investment companies.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
AZ
01/02/2019 - Present
Charles Schwab & CO., Inc. (Scottsdale AZ)
AZ
07/08/2013 - 03/23/2016
USAA FINANCIAL ADVISORS, INC. (PHOENIX AZ)
IN
05/18/2011 - 06/18/2013
CHARLES SCHWAB & CO., INC. (INDIANAPOLIS IN)
IA
Issued 08/12/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/20/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure William Perry is the right advisor for you? Invested Better is here to help.
