Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Bancroft Place is a financial advisor with over 30 years of experience in the industry. Place is currently registered with Kestra Investment Services, LLC. Place has held previous positions with Phoenix Equity Planning Corporation, WS Griffith Securities, Inc., Covato/Lipsitz, Inc., and Travelers Equities Sales, Inc. Place holds a Series 7 and Series 63 license and the Securities Industry Essentials Examination.
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
PA
04/15/2011 - Present
Kestra Investment Services, LLC (PITTSBURGH PA)
PA
02/04/2009 - 04/29/2009
PHOENIX EQUITY PLANNING CORPORATION (PHILADELPHIA PA)
CT
06/03/2003 - 02/04/2009
PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)
CT
11/29/1993 - 06/23/2003
WS GRIFFITH SECURITIES, INC. (HARTFORD CT)
CT
05/15/1991 - 11/29/1993
PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)
PA
07/12/1990 - 03/04/1991
COVATO/LIPSITZ, INC. (PITTSBURGH PA)
CA
06/23/1987 - 05/11/1990
TRAVELERS EQUITIES SALES, INC. (EL SEGUNDO CA)
BC
Issued 07/24/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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