Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Verity Power is a financial advisor in Dallas, TX. William is a registered representative with Robert W. Baird & Co. Inc., where William has been employed since 6/21/2000. William is also registered in 17 other states and has been a registered representative in the securities industry for over 29 years. Prior to joining Robert W. Baird & Co. Inc., William was a registered representative with J.C. BRADFORD & CO., Hoak Breedlove Wesneski & Co., BW Securities, Inc., Hoak Securities Corp., and Fidelity Brokerage Services, Inc. William has earned the Series 63, SIE, Series 87, and Series 7 licenses and specializes in providing financial advice to individuals, businesses, investment companies, and pooled investment vehicles.
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.
Strategic management for diversified investment portfolios.
See schedule d
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
TX
06/21/2000 - Present
Robert W. Baird & Co. Inc. (Dallas TX)
NY
02/14/2000 - 07/06/2000
J.C. BRADFORD & CO. (NEW YORK NY)
TX
08/22/1996 - 01/10/2000
HOAK BREEDLOVE WESNESKI & CO. (DALLAS TX)
NA
07/31/1996 - 08/22/1996
BW SECURITIES, INC.
NA
10/06/1995 - 08/09/1996
HOAK SECURITIES CORP.
RI
01/26/1994 - 09/26/1995
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
BC
Issued 02/08/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/2004
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 01/25/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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