Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Robert Jones is a financial professional with over 10 years of experience in the industry. William is currently registered with Carter, Terry & Company, Inc. William has passed the Series 63, SIE, Series 62, and Series 7 exams. William is registered in Arizona, Georgia, Oklahoma, South Carolina, and Texas. Prior to joining Carter, Terry & Company, Inc., William was employed by PATRICK CAPITAL MARKETS, LLC in Duluth, Georgia.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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GA
10/10/2018 - Present
Carter, Terry & Company, Inc. (ATLANTA GA)
GA
07/28/2011 - 04/05/2013
PATRICK CAPITAL MARKETS, LLC (DULUTH GA)
BC
Issued 11/09/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/11/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2018
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 07/27/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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