Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Wilson Robertson is a financial professional with over 28 years of experience in the industry. William has a strong background in securities and has held positions with firms such as SunTrust Capital Markets, Inc. and Crestar Securities Corporation. William is currently registered with FHN Financial Securities Corp. and holds Series 3, 7, 24, and 63 licenses. William has a strong understanding of the financial markets and can help 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.
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.
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2
TN
08/25/2003 - Present
FHN Financial Securities Corp. (MEMPHIS TN)
GA
04/22/1999 - 07/16/2003
SUNTRUST CAPITAL MARKETS, INC. (ATLANTA GA)
NA
03/16/1999 - 04/07/1999
SUNTRUST EQUITABLE SECURITIES
VA
07/27/1994 - 03/30/1999
CRESTAR SECURITIES CORPORATION (RICHMOND VA)
BC
Issued 08/05/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/03/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/1994
Series 7 - General Securities Representative Examination
BC
Issued 07/16/1987
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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