Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Stuart Jeter is a financial advisor with Janney Montgomery Scott LLC. William has been a financial advisor since 1984. William has a long history in the financial services industry and is registered in 22 states. William has worked for CITIGROUP GLOBAL MARKETS INC., LEGG MASON WOOD WALKER, INCORPORATED, and THOMSON MCKINNON SECURITIES INC. in addition to Janney Montgomery Scott LLC. William holds Series 3, 7, and 63 securities licenses as well as Series 65 investment advisor licenses. William specializes in providing financial services to individuals, corporations, high net worth individuals, and charitable organizations. William also has experience in providing financial planning, pension consulting, and educational seminars.
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.
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.
Fee plus commission
1
2
VA
04/20/2009 - Present
Janney Montgomery Scott LLC (RICHMOND VA)
VA
02/21/2006 - 05/12/2009
CITIGROUP GLOBAL MARKETS INC. (RICHMOND VA)
MD
08/18/1989 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NY
01/25/1984 - 08/28/1989
THOMSON MCKINNON SECURITIES INC. (NEW YORK NY)
IA
Issued 08/05/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/27/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/22/1984
Series 3 - National Commodity Futures Examination
BC
Issued 01/21/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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