Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Alan Hastings is an Investment Advisor Representative associated with Eagle Strategies LLC. William Hastings has been in the industry since 1996. William Hastings is registered in 31 states and has passed the Series 6, Series 63, Series 65, and SIE exams. In addition to being a registered investment advisor, William Hastings is also a licensed insurance broker. William Hastings' current and past employers include Eagle Strategies LLC, FOCUS FINANCIAL STRATEGIES, LLC, NEW YORK LIE INS. CO., and NYLIFE SECURITIES INC. William Hastings specializes in helping individuals, high net worth individuals, charities, corporations, insurance companies, and other investment advisors with their financial needs. William Hastings' focus is on financial planning, pension consulting, portfolio management, 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.
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
CO
04/12/2011 - Present
Eagle Strategies LLC (FORT COLLIN CO)
IA
Issued 10/01/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/21/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/08/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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