Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Ca San is a registered investment advisor representative with Eagle Strategies LLC. William has been in the financial services industry since June 4, 2015. William holds multiple securities licenses, including Series 6, 7TO, 63, and 66. William is also a registered investment advisor in California and Texas. In addition to securities licenses, William is also licensed to sell insurance. Prior to joining Eagle Strategies LLC, William was employed by First Investors Corporation and New York Life Insurance Company. William specializes in financial planning, portfolio management for individuals, and providing educational seminars. William and Eagle Strategies LLC serve individuals, high-net-worth individuals, corporations or other businesses, and charitable organizations.
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.
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.
A percentage of the total value of assets under management is charged.
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2
TX
08/08/2023 - Present
Eagle Strategies LLC (FRISCO, TX)
CA
12/19/2014 - 01/12/2015
FIRST INVESTORS CORPORATION (PASADENA CA)
BOTH
Issued 11/6/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 7/30/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 7/24/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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