William J. Robertson
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
William Joseph Robertson JR, who also goes by Will Robertson, William Joseph Robertson, was a registered financial professional .
William is a previously registered financial professional and started their career in finance in 1982. William had worked at 7 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
October 19, 2015 - May 30, 2018
PALMETTO ADVISORY
October 12, 2011 - May 30, 2018
PALMETTO ADVISORY GROUP, LLC
June 13, 1994 - July 8, 2011
MFS FUND DISTRIBUTORS, INC.
March 9, 1987 - December 31, 1994
MFS FINANCIAL SERVICES, INC.
October 31, 1986 - January 9, 1987
MASSACHUSETTS FINANCIAL SERVICES COMPANY
January 18, 1985 - October 10, 1986
DELAWARE DISTRIBUTORS, L.P.
November 24, 1982 - July 30, 1984
JACQUES-MILLER INVESTMENT COMPANY
State Registrations and Notice Filings
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Exams
Current Firm
PALMETTO ADVISORY
CRD#: 152286 / SEC#:
Contact information
Red Flags
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