Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Seyle is a financial advisor with Raymond James & Associates, Inc., with over 30 years of experience in the industry. William has a broad range of experience, having previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Bank of America, NA. William has a strong track record of providing financial advice and portfolio management to a wide range of clients, including individuals, businesses, and institutional investors. William holds Series 3, 7, 9, 10, 63, and 65 licenses, and is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). William is also a board member of the Boys and Girls Club of Allentown and St. Michael the Archangel School. William's expertise spans various areas, including financial planning, portfolio management, pension consulting, and investment management.
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.
Please see note in schedule d - miscellaneous
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.
1
2
PA
05/13/2019 - Present
Raymond James & Associates, Inc. (ALLENTOWN PA)
PA
06/05/1991 - 05/06/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ALLENTOWN PA)
IA
Issued 02/22/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/12/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/27/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/15/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/2011
Series 3 - National Commodity Futures Examination
BC
Issued 06/03/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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