Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Bernard Davis is a financial advisor who has been in the industry since 2000. William has a Series 6 and Series 63 license and has worked with Farmers Financial Solutions, LLC since 2020. William has also worked with State Farm VP Management Corp., American General Securities Incorporated, and Franklin Financial Services Corporation. William is registered in Texas and Louisiana and is currently active in both 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.
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2
TX
10/06/2020 - Present
Farmers Financial Solutions, LLC (GRAND PRAIRIE TX)
TX
11/14/2005 - 08/19/2020
STATE FARM VP MANAGEMENT CORP. (Mesquite TX)
AZ
10/01/2002 - 11/05/2004
AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)
TX
04/04/2000 - 10/01/2002
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
BC
Issued 08/18/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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