Unclaimed
William Sines is a financial advisor with over 26 years of experience in the industry. William is currently registered with BFC Planning, Inc. and is also registered in Florida and Michigan as an Investment Advisor Representative. William is committed to helping clients achieve their financial goals through a variety of services including financial planning and portfolio management for individuals and businesses. William has a diverse range of experience, having worked previously with several firms including KALOS CAPITAL, INC., SII INVESTMENTS, INC., and PRUCO SECURITIES CORPORATION.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Solicitor fee
1
2
FL
07/17/2018 - Present
BFC Planning, Inc. (Seminole FL)
FL
08/24/2015 - 06/28/2018
KALOS CAPITAL, INC. (Seminole FL)
FL
09/20/1997 - 08/24/2015
SII INVESTMENTS, INC. (SEMINOLE FL)
NJ
11/01/1991 - 06/26/1997
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
11/01/1991 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
IA
Issued 12/17/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/12/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/16/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/2018
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 07/27/1998
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 10/31/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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