Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Yousey is a financial advisor who has been in the industry for over 20 years. William currently works for Avantax Advisory Services and holds a series of certifications, including Series 7, Series 24, Series 52TO, Series 53, and Series 66. Prior to joining Avantax Advisory Services, William worked for several firms including Merrill Lynch, Pierce, Fenner & Smith Incorporated, Waddell & Reed, Inc., Morgan Stanley DW Inc., MetLife Securities Inc., MML Investors Services, Inc., Pruco Securities, LLC., OneAmerica Securities, Inc. and BOK FINANCIAL SECURITIES, 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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
A percentage of the total value of assets under management is charged.
Solicitor fees
1
2
TX
01/17/2023 - Present
Avantax Advisory Services (DALLAS TX)
OK
09/27/2016 - 06/03/2022
BOK FINANCIAL SECURITIES, INC. (Oklahoma City OK)
OK
08/01/2013 - 04/02/2015
ONEAMERICA SECURITIES, INC. (EDMOND OK)
OK
02/25/2011 - 05/29/2013
PRUCO SECURITIES, LLC. (OKLAHOMA CITY OK)
OK
03/19/2008 - 02/14/2011
METLIFE SECURITIES INC. (OKLAHOMA CITY OK)
OK
12/01/2004 - 02/15/2008
MML INVESTORS SERVICES, INC. (OKLAHOMA CITY OK)
NY
04/15/2004 - 11/15/2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
KS
02/14/2003 - 12/31/2003
WADDELL & REED, INC. (OVERLAND PARK KS)
NY
01/31/2001 - 01/23/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 03/04/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/16/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/01/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/25/2005
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/29/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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