Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Sims Francis is a Registered Representative and Investment Advisor Representative in Georgia, New Jersey, and Texas. William has been in the industry since December 2023, specializing in financial planning and portfolio management. William is affiliated with Park Avenue Securities LLC and Guardian Life Insurance Company of America. William offers financial planning, educational seminars and selection of other advisors to clients. William works primarily with high net worth individuals and provides insurance business outside of Guardian.
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.
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.
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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GA
04/08/2024 - Present
Park Avenue Securities LLC (ATLANTA GA)
BOTH
Issued 02/06/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/19/2023
Series 7TO - General Securities Representative Examination
BC
Issued 06/14/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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