Unclaimed
William Thomas Avery is a registered representative with Fifth Third Securities, Inc. William has been in the securities industry since 2013 and has a Series 63, Series 7, Series 79 and SIE license. William is registered in 52 states and the District of Columbia.
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.
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.
Sponsor wrap fee program
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.
A percentage of the total value of assets under management is charged.
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2
TN
05/23/2013 - Present
Fifth Third Securities, Inc. (NASHVILLE TN)
BC
Issued 8/2/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/23/2017
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 5/22/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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