Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Ware Dittrich is an Investment Advisor Representative with Raymond James Financial Services Advisors, Inc. William has been in the financial industry since November 15, 2020 and has worked in this field for several years. William is registered with the Securities and Exchange Commission (SEC) and is also registered in 31 states and the District of Columbia. William has several designations and is a member of numerous professional organizations. William specializes in providing financial advice to individuals, families, and businesses. William is committed to providing personalized service and helping clients achieve their financial goals.
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
MA
01/24/2023 - Present
Raymond James Financial Services Advisors, Inc. (Franklin MA)
BOTH
Issued 01/29/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/06/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/06/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/16/2020
Series 7TO - General Securities Representative Examination
BC
Issued 08/15/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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