Unclaimed
William Simkins is a financial advisor with over 20 years of experience in the industry. Currently, William is registered with Allstate Financial Services, LLC and is licensed to provide financial advice in 15 states. William's areas of expertise include securities, investment company products, and variable contracts. He is also a licensed Municipal Fund Securities Principal. William has held previous positions with Signator Investors, Inc., MML Investors Services, Inc., and Northwestern Mutual Investment Services, LLC.
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.
1
2
VA
05/31/2011 - Present
Allstate Financial Services, LLC (Haymarket VA)
VA
07/18/2008 - 05/13/2011
SIGNATOR INVESTORS, INC. (MANASSAS VA)
VA
09/11/2003 - 08/06/2008
MML INVESTORS SERVICES, INC. (HERNDON VA)
WI
04/04/2002 - 06/02/2003
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
BC
Issued 04/11/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/23/2013
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/2008
Series 7 - General Securities Representative Examination
BC
Issued 08/30/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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