Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Carl Eismann is a financial professional with over 14 years of experience in the industry. William is currently registered with FEF Distributors, LLC and holds registrations in 52 states. William has previously worked at firms including FORESIDE FUND SERVICES, LLC, PIMCO INVESTMENTS LLC, ALLIANZ GLOBAL INVESTORS DISTRIBUTORS LLC, MORGAN STANLEY SMITH BARNEY and CITIGROUP GLOBAL MARKETS INC.. William has passed the Series 7, Series 66 and SIE 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.
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
06/24/2024 - Present
FEF Distributors, LLC (NEW YORK NY)
ME
02/15/2017 - 06/11/2024
FORESIDE FUND SERVICES, LLC (PORTLAND ME)
CA
02/14/2011 - 01/10/2017
PIMCO INVESTMENTS LLC (NEWPORT BEACH CA)
NY
08/24/2010 - 02/14/2011
ALLIANZ GLOBAL INVESTORS DISTRIBUTORS LLC (NEW YORK NY)
NY
06/01/2009 - 08/30/2010
MORGAN STANLEY SMITH BARNEY (PURCHASE NY)
NY
02/20/2009 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
BOTH
Issued 09/22/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/19/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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