Unclaimed
William Bakow is a financial professional with over 4 years of experience in the industry. William is currently registered with Chelsea Financial Services and holds Series 6, Series 63 and SIE licenses. Prior to joining Chelsea Financial Services, William was with Allstate Financial Services, LLC in Shelby Township, MI. William is registered in Michigan.
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
NY
02/24/2022 - Present
Chelsea Financial Services (STATEN ISLAND NY)
MI
08/14/2017 - 04/01/2021
ALLSTATE FINANCIAL SERVICES, LLC (Shelby Township MI)
BC
Issued 09/16/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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