Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Osborne Eitze is a financial advisor with Raymond James Financial Services Advisors, Inc.. William Eitze has been working in the financial industry since November 6, 1995. William Eitze has passed Series 3, 7, 9, 10, 31, 63 and 65 exams. He is also a Certified Financial Planner. Before joining Raymond James Financial Services Advisors, Inc., William Eitze worked at WELLS FARGO CLEARING SERVICES, LLC and MORGAN STANLEY DW INC.. William Eitze provides financial planning, portfolio management for individuals and businesses, 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.
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
MD
10/10/2024 - Present
Raymond James Financial Services Advisors, Inc. (COLUMBIA MD)
MD
02/25/2005 - 11/15/2019
WELLS FARGO CLEARING SERVICES, LLC (COLUMBIA MD)
NY
02/12/1999 - 03/02/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
11/07/1995 - 02/24/1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 11/20/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/30/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/20/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/01/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/27/2003
Series 3 - National Commodity Futures Examination
BC
Issued 12/23/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 11/06/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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