Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Stephen Campbell is a registered representative with Raymond James Financial Services Advisors, Inc., with over 30 years of experience in the industry. William Stephen Campbell is registered in Maryland, New Jersey, Pennsylvania and Virginia. William Stephen Campbell has also held positions with firms such as Primevest Financial Services, Inc., M&T Securities, Inc., Allfirst Brokerage Corporation, Janney Montgomery Scott Inc., and Dean Witter Reynolds Inc.
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
PA
01/02/2009 - Present
Raymond James Financial Services Advisors, Inc. (YORK PA)
PA
11/15/2006 - 06/04/2008
PRIMEVEST FINANCIAL SERVICES, INC. (LANCASTER PA)
PA
06/01/2006 - 11/07/2006
RAYMOND JAMES FINANCIAL SERVICES, INC. (CAMP HILL PA)
PA
05/01/2003 - 05/31/2006
M&T SECURITIES, INC. (MECHANICSBURG PA)
MD
08/05/1994 - 05/01/2003
ALLFIRST BROKERAGE CORPORATION (BALTIMORE MD)
NA
01/09/1989 - 04/15/1989
JANNEY MONTGOMERY SCOTT INC.
NA
03/19/1986 - 01/11/1989
DEAN WITTER REYNOLDS INC.
BOTH
Issued 06/09/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/09/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/28/2001
Series 53 - Municipal Securities Principal Examination
BC
Issued 09/24/2001
Series 4 - Registered Options Principal Examination
BC
Issued 02/03/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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