Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Spencer Reedy is a financial advisor at Raymond James Financial Services Advisors, Inc. William has been in the financial industry since August 2009. William is registered with FINRA and the states of Arizona, California, Colorado, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Louisiana, Maryland, Massachusetts, Michigan, Mississippi, Missouri, Montana, Nebraska, Nevada, New Jersey, New Mexico, New York, North Carolina, Ohio, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Virginia, Washington, Wisconsin and Wyoming. William has earned Series 7, Series 9, Series 10 and Series 66 securities licenses. William also operates a rental real estate business, Pat Grady CPA in Westminster, CO. William is dedicated to providing financial guidance to clients, including individuals, high-net-worth individuals, corporations, and retirement plans. William specializes in retirement planning, investment planning, insurance, and estate planning.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
CO
09/08/2020 - Present
Raymond James Financial Services Advisors, Inc. (Westminster CO)
CO
08/10/2009 - 09/09/2020
EDWARD JONES (WESTMINSTER CO)
BOTH
Issued 08/21/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/28/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/30/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure William Reedy is the right advisor for you? Invested Better is here to help.
