Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Cassidy is a financial advisor with Lion Street Financial, LLC. William holds a Series 6 license, Series 63 license and the SIE, as well as registrations in Florida, Georgia, Mississippi, New York and Tennessee. William has been in the industry since September 11, 2007. He previously worked with AXA Advisors, LLC and M Holdings Securities, Inc.
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
FL
03/27/2017 - Present
Lion Street Financial, LLC (TAMPA FL)
FL
01/04/2011 - 04/07/2017
AXA ADVISORS, LLC (TAMPA FL)
FL
09/12/2007 - 01/05/2011
M HOLDINGS SECURITIES, INC. (TAMPA FL)
BC
Issued 02/08/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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