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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Raney is a registered investment advisor representative with Cambridge Investment Research Advisors, Inc. William has been in the securities industry since July 7, 2023. William holds Series 7TO and SIE licenses and has passed the Uniform Combined State Law Examination. Cambridge Investment Research Advisors, Inc. is a Registered Investment Advisor with headquarters in Fairfield, IA. William currently works in the Overland Park, KS branch office of the firm. William has been employed by Cambridge Investment Research Advisors, Inc. since March 5, 2024. William has prior experience at First Command Brokerage Services, Inc. in Leavenworth, KS.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
KS
03/05/2024 - Present
Cambridge Investment Research Advisors, Inc. (Overland Park KS)
KS
06/26/2023 - 02/21/2024
FIRST COMMAND BROKERAGE SERVICES, INC. (LEAVENWORTH KS)
BOTH
Issued 08/10/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/24/2023
Series 7TO - General Securities Representative Examination
BC
Issued 01/24/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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