Unclaimed
William B Bast is a financial advisor with Eagle Strategies LLC based in FAIRBANKS, AK. William Bast has been in the industry since 2007 and has a strong track record of providing financial advice and guidance to individuals, corporations, and charitable organizations. William Bast is a registered representative with the Financial Industry Regulatory Authority (FINRA) and holds the Series 6, Series 7, Series 63, and Series 66 licenses. William Bast is also a registered investment advisor representative in the state of Alaska. William Bast offers a wide range of financial services, including financial planning, investment management, and retirement planning. William Bast is committed to providing personalized financial advice and guidance to help clients achieve their financial goals.
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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AK
03/31/2010 - Present
Eagle Strategies LLC (FAIRBANKS AK)
BOTH
Issued 3/9/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/27/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/13/2010
Series 7 - General Securities Representative Examination
BC
Issued 11/27/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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