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 Thannisch is a financial advisor at Raymond James & Associates, Inc., where William has been working since August 2022. William is a Registered Representative of Raymond James & Associates, Inc. and a Registered Investment Advisor in Texas. William is also a Certified Financial Planner. William has been in the financial industry since August 2017. Prior to joining Raymond James & Associates, Inc., William was a financial advisor at Wells Fargo Clearing Services, LLC, where William was employed from August 2017 to August 2022. William is also a licensed attorney in Texas, but his license is currently inactive. William's practice is focused on providing financial planning and investment management services to individuals, families, and businesses.
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.
Please see note in schedule d - miscellaneous
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.
1
2
TX
08/08/2022 - Present
Raymond James & Associates, Inc. (AUSTIN TX)
TX
08/24/2017 - 08/15/2022
WELLS FARGO CLEARING SERVICES, LLC (BEE CAVE TX)
BOTH
Issued 09/14/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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