Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Ferry is a financial advisor with Benjamin F. Edwards & Company, Inc.. William has been in the industry for 40 years. William has a series 7, 63, and 65 license. He has also passed the SIE Exam. He is currently registered in 17 states: California, Colorado, Florida, Georgia, Illinois, Iowa, Kansas, Maryland, Missouri, Nevada, New Jersey, Tennessee, Texas, Virginia, and Washington. William has previously worked at Oppenheimer & Co. Inc., and A. G. Edwards & Sons, Inc.. William offers financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses, and portfolio management for individuals. William's services are offered to high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth.
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.
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.
A percentage of the total value of assets under management is charged.
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2
MO
03/30/2016 - Present
Benjamin F. Edwards & Company, Inc. (CLAYTON MO)
MO
02/09/2007 - 02/12/2016
OPPENHEIMER & CO. INC. (ST. LOUIS MO)
MO
03/02/1990 - 03/05/2007
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NY
04/20/1983 - 03/10/1990
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 09/02/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/03/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/1983
Series 5 - Interest Rate Options Examination
BC
Issued 04/16/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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