Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Willis? Claim Your ProfileWillis Harwood Eames is a financial advisor with over 37 years of experience in the financial services industry. Willis is currently registered with Osaic Wealth, Inc. and has previously held positions at FSC Securities Corporation and Advantage Capital Corporation. Willis has a strong background in providing financial planning and investment management services to individuals and businesses. Willis is a Chartered Financial Consultant (ChFC) and holds a Series 63, Series 65, Series 7, Series 72 and SIE. Willis offers a wide range of financial services, including financial planning, investment management, portfolio management for individuals and businesses, pension consulting, and educational seminars.
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.
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.
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2
VA
11/03/2023 - Present
Osaic Wealth, Inc. (NEWPORT NEWS VA)
VA
02/27/2009 - 11/03/2023
FSC SECURITIES CORPORATION (NEWPORT NEWS VA)
VA
08/15/1994 - 02/27/2009
ADVANTAGE CAPITAL CORPORATION (NEWPORT NEWS VA)
CA
07/29/1986 - 08/15/1994
TRAVELERS EQUITIES SALES, INC. (EL SEGUNDO CA)
NA
11/13/1984 - 03/04/1986
PRUCO SECURITIES CORPORATION
IA
Issued 03/23/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 72 - Government Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/1988
Series 7 - General Securities Representative Examination
BC
Issued 11/12/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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