Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Birdzell is a financial advisor with Finalis Securities LLC. William has been in the financial industry for over 5 years and has a strong track record of providing investment advice to individuals and families. He is registered to provide securities advice in California, Florida, New York and Virginia. Prior to joining Finalis Securities LLC, William worked at RAINMAKER SECURITIES, LLC, STIFEL, NICOLAUS & COMPANY, INCORPORATED, and PRUCO SECURITIES, LLC. William is committed to providing his clients with personalized financial advice and helping them 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.
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
NY
01/04/2021 - Present
Finalis Securities LLC (New York NY)
FL
06/05/2019 - 01/03/2021
RAINMAKER SECURITIES, LLC (CORAL GABLES FL)
CA
05/01/2018 - 01/14/2019
STIFEL, NICOLAUS & COMPANY, INCORPORATED (LOS ANGELES CA)
CA
11/28/2017 - 05/14/2018
PRUCO SECURITIES, LLC. (SHERMAN OAKS CA)
BOTH
Issued 12/15/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/03/2019
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/28/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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