Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Gorman is an investment advisor representative with Raymond James Financial Services Advisors, Inc. William is a financial advisor with over 30 years of experience in the industry and is registered in 24 states and two territories. He is also registered with the Securities and Exchange Commission (SEC) as an Investment Advisor Representative. In addition to his current position, William also owns and operates a rental real estate business. His prior work experience includes positions with Edward Jones, Liberty Securities Corporation and First Investors Corporation. William’s specialties include financial planning, pension consulting, portfolio management for individuals and businesses, 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.
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
07/15/2024 - Present
Raymond James Financial Services Advisors, Inc. (PHILADELPHIA PA)
PA
06/09/1995 - 10/04/2006
EDWARD JONES (PHILADELPHIA PA)
NY
11/01/1991 - 06/15/1995
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
NJ
05/29/1987 - 03/12/1991
FIRST INVESTORS CORPORATION (EDISON NJ)
IA
Issued 10/05/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/14/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/11/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/30/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/1995
Series 7 - General Securities Representative Examination
BC
Issued 05/28/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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