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 with Eagle Strategies LLC, an SEC registered investment adviser headquartered in New York, NY, with a branch office in Frisco, TX. William has been in the financial industry since June 4, 2015. William specializes in providing investment advice to individuals, corporations, and charitable organizations. William is a registered representative in California and Texas, and is also a registered investment advisor in Texas. William holds the Series 6, 7, 63, and 66 licenses. William is also an appointed insurance broker with outside insurance carriers for the purpose of brokering non-registered insurance products. William is committed to providing his clients with the highest quality of financial advice and service.
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 11/06/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/30/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/24/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
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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