Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Hilaman is a financial advisor with Raymond James Financial Services Advisors, Inc. located in Tallahassee, FL. William Hilaman has been in the financial services industry since October 4, 1995. William Hilaman is registered with FINRA and has a total of 20 active state registrations. William Hilaman has also passed various examinations including the Series 6, 7, 9, 10, 63, 65, and SIE. William Hilaman has previously worked for firms such as Raymond James & Associates, Inc., A. G. Edwards & Sons, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Princor Financial Services Corporation, and Waddell & Reed, Inc.
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
FL
09/19/2018 - Present
Raymond James Financial Services Advisors, Inc. (TALLAHASSEE FL)
FL
09/03/2003 - 07/12/2006
RAYMOND JAMES & ASSOCIATES, INC. (TALLAHASSEE FL)
MO
01/11/2000 - 09/10/2003
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NY
06/25/1998 - 01/07/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
02/14/1997 - 07/07/1998
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
KS
10/02/1995 - 02/13/1997
WADDELL & REED, INC. (OVERLAND PARK KS)
BOTH
Issued 04/06/2007
Series 66 - Uniform Combined State Law Examination
IA
Issued 03/04/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/17/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/19/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/03/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/10/1997
Series 7 - General Securities Representative Examination
BC
Issued 09/21/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure William Hilaman is the right advisor for you? Invested Better is here to help.
