Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam C. Sarakatsannis is a financial professional with over 20 years of experience in the financial services industry. William is currently registered with Tiaa-Cref Individual & Institutional Services, LLC. William has a diverse background having previously worked with Fidelity Brokerage Services LLC, Fidelity Investments Institutional Services Company, Inc., MML Investors Services, Inc. and G. R. Phelps & Co., Inc. William holds the Series 6, 7, 63 and SIE securities licenses.
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.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
TX
05/09/2014 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Frisco TX)
TX
01/01/2008 - 03/09/2009
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
TX
01/13/2006 - 01/01/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (WESTLAKE TX)
RI
08/06/1996 - 10/21/2005
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
MA
03/01/1996 - 07/17/1996
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NA
06/30/1994 - 03/01/1996
G. R. PHELPS & CO., INC.
BC
Issued 05/21/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/27/2016
Series 7 - General Securities Representative Examination
BC
Issued 05/08/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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