Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Ramsay Easterling is a financial advisor at Raymond James Financial Services Advisors, Inc. William has been working in the financial services industry for over 20 years. Prior to joining Raymond James, William worked at Merrill Lynch and A. G. Edwards & Sons, Inc. William is licensed to provide investment advice in Arizona, California, Colorado, Florida, Georgia, Illinois, Iowa, Michigan, Minnesota, Missouri, North Carolina, Ohio, Texas, and Washington. William is also a registered representative with Raymond James Financial Services Advisors, 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.
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
IL
04/29/2024 - Present
Raymond James Financial Services Advisors, Inc. (Quincy IL)
IL
09/21/2007 - 09/24/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (QUINCY IL)
IL
02/25/2005 - 10/04/2007
A. G. EDWARDS & SONS, INC. (QUINCY IL)
WI
09/08/2003 - 02/28/2005
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
BOTH
Issued 04/29/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/20/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/15/2005
Series 7 - General Securities Representative Examination
BC
Issued 09/05/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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