Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Cooke is a financial advisor with Raymond James Financial Services Advisors, Inc., with offices in Harrisburg, NC. William has been in the industry since 2005 and has a strong background in financial planning, portfolio management, and investment products. He is registered to provide investment advice in multiple states and holds various securities licenses. William is committed to helping clients achieve their financial goals and has a proven track record of success.
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
NC
03/03/2022 - Present
Raymond James Financial Services Advisors, Inc. (Harrisburg NC)
NC
05/21/2013 - 03/09/2022
WELLS FARGO CLEARING SERVICES, LLC (HARRISBURG NC)
AL
03/29/2007 - 05/22/2013
EDWARD JONES (TROY AL)
NA
02/01/1991 - 06/12/1992
ASSOCIATED PLANNERS SECURITIES CORPORATION
BOTH
Issued 04/12/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/30/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/2007
Series 7 - General Securities Representative Examination
BC
Issued 01/30/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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