Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Bryan Beck is a financial advisor with over 30 years of experience. William is currently registered with Commonwealth Financial Network. Previously, William worked at The Leaders Group, Inc., Hornor, Townsend & Kent, Inc., SII Investments, Inc., Sun Investment Services Company, Gordian Securities, Inc., and Integrated Resources Equity Corporation. William has also passed the Series 63, Series 65, Series 7, Series 24, and Series 27 exams.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
08/27/2008 - Present
Commonwealth Financial Network (Jacksonville FL)
FL
02/08/2006 - 08/14/2008
THE LEADERS GROUP, INC. (JACKSONVILLE FL)
PA
03/25/1999 - 02/03/2006
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
WI
09/16/1997 - 03/25/1999
SII INVESTMENTS, INC. (APPLETON WI)
MA
05/04/1992 - 08/29/1997
SUN INVESTMENT SERVICES COMPANY (WELLESLEY HILLS MA)
NA
12/17/1984 - 04/21/1992
GORDIAN SECURITIES, INC.
NA
12/21/1983 - 12/18/1984
INTEGRATED RESOURCES EQUITY CORPORATION
IA
Issued 10/19/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/10/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/28/1998
Series 24 - General Securities Principal Examination
BC
Issued 02/24/1988
Series 27 - Financial and Operations Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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