Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Patrick Roper is an active advisor who works with clients in the states of California, Florida, Georgia, Michigan, North Carolina and Tennessee. William Patrick Roper has been in the industry since 2010 and has passed the Uniform Securities Agent State Law Examination and Uniform Combined State Law Examination. William Patrick Roper currently works with Raymond James Financial Services Advisors, Inc., but has also previously worked with First Horizon Advisors, Inc. and J.J.B. Hilliard, W.L. Lyons, LLC. William Patrick Roper's work specialties are investment management, financial planning, pension consulting and portfolio management for both individuals and businesses.
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
TN
07/16/2021 - Present
Raymond James Financial Services Advisors, Inc. (Crossville TN)
TN
08/25/2017 - 07/26/2021
FIRST HORIZON ADVISORS, INC. (COOKEVILLE TN)
TN
06/04/2014 - 08/22/2017
J.J.B. HILLIARD, W.L. LYONS, LLC (CROSSVILLE TN)
TN
04/08/2004 - 03/13/2007
PFIC SECURITIES CORPORATION (FRANKLIN TN)
AL
01/27/2003 - 03/02/2004
AMSOUTH INVESTMENT SERVICES, INC. (BIRMINGHAM AL)
BOTH
Issued 07/01/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/11/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/04/2014
Series 7 - General Securities Representative Examination
BC
Issued 01/24/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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