Unclaimed
William Carlyle Coash is an active advisor registered with the Securities Industry Essentials Examination (SIE), General Securities Representative Examination (Series 7) and Uniform Securities Agent State Law Examination (Series 63) exams. William Carlyle Coash is currently registered with Fidelity Distributors Co. LLC. William Carlyle Coash was previously registered with PYRAMIS DISTRIBUTORS CORPORATION LLC, LEHMAN BROTHERS INC., LEHMAN GOVERNMENT SECURITIES INC. and LEHMAN SPECIAL SECURITIES INC..
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.
1
2
MA
05/12/2016 - Present
Fidelity Distributors Co. LLC (CONCORD MA)
NH
06/26/2014 - 05/12/2016
PYRAMIS DISTRIBUTORS CORPORATION LLC (MERRIMACK NH)
NY
02/24/1994 - 05/31/2005
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
02/24/1994 - 10/23/1995
LEHMAN GOVERNMENT SECURITIES INC.
NA
02/24/1994 - 07/18/1994
LEHMAN SPECIAL SECURITIES INC.
BC
Issued 07/16/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/08/2024
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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