Unclaimed
William Austin Toland is a financial professional with over six years of experience in the industry. William is currently registered with Foreside Fund Services, LLC and holds a Series 7, Series 63 and SIE licenses. William has previous experience with Quasar Distributors, LLC and AXA Advisors, LLC. William is registered in 51 states.
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
CO
11/22/2021 - Present
Foreside Fund Services, LLC (Wheat Ridge CO)
MD
05/09/2017 - 12/31/2021
QUASAR DISTRIBUTORS, LLC (Towson MD)
MD
08/22/2016 - 04/21/2017
AXA ADVISORS, LLC (COLUMBIA MD)
BC
Issued 06/07/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure William Toland is the right advisor for you? Invested Better is here to help.