Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Perry is an investment advisor with over 20 years of experience in the financial industry. William currently works at Mariner Independent and is registered in Texas. William has a background in providing financial planning, portfolio management, and pension consulting services for individuals and businesses.
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.
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2
TX
10/12/2023 - Present
Mariner Independent (Houston TX)
TX
08/14/2009 - 05/26/2020
LPL FINANCIAL LLC (HOUSTON TX)
TX
01/01/2008 - 08/17/2009
WELLS FARGO ADVISORS, LLC (SUGAR LAND TX)
TX
10/12/2004 - 01/03/2008
A. G. EDWARDS & SONS, INC. (SUGAR LAND TX)
TX
03/19/1999 - 08/11/2004
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NJ
10/29/1997 - 01/15/1999
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
01/01/1997 - 10/22/1997
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
TX
01/07/1994 - 10/23/1996
A I M DISTRIBUTORS, INC. (HOUSTON TX)
IA
Issued 01/14/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/31/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/09/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/30/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/24/1996
Series 7 - General Securities Representative Examination
BC
Issued 01/06/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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