Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Preston Haith is a financial advisor currently registered with Raymond James Financial Services, Inc. William has been in the industry for over 22 years. He holds Series 66, Series 7 and Series 7TO licenses. William’s previous experience includes working at Morgan Stanley DW Inc.
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.
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.
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TX
02/15/2024 - Present
Raymond James Financial Services, Inc. (HOUSTON TX)
NY
01/15/2002 - 12/16/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 12/27/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/15/2024
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/2024
Series 7TO - General Securities Representative Examination
BC
Issued 07/17/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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