Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Combs is an active Registered Representative with Edward Jones. William has been in the industry since November 29, 2007. William is currently registered in Illinois and Texas. William has passed several industry exams including Series 7, Series 6, Series 63, Series 66, and SIE. In addition to being registered with Edward Jones, William has also been previously registered with Allstate Financial Services, LLC, State Farm VP Management Corp., Wells Fargo Advisors, LLC, Northwestern Mutual Investment Services, LLC, and Robert W. Baird & Co. Incorporated. William has over 20 years of experience in the financial industry and has held several positions at various firms.
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.
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.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
IL
06/30/2021 - Present
Edward Jones (COLLINSVILLE IL)
MO
03/18/2016 - 05/17/2018
ALLSTATE FINANCIAL SERVICES, LLC (Fenton MO)
IL
01/21/2014 - 01/28/2016
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
IL
10/10/2008 - 12/03/2013
WELLS FARGO ADVISORS, LLC (FAIRVIEW HEIGHTS IL)
WI
10/12/1999 - 09/18/2002
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
WI
08/09/2000 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BOTH
Issued 07/04/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/19/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/17/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/09/2008
Series 7 - General Securities Representative Examination
BC
Issued 10/11/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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