Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Charles Wilson is a financial professional with over 20 years of experience in the industry. William has a strong background in securities, having passed the Series 7, Series 24, Series 63, and Series 79TO exams. William is currently registered with Lument Securities, LLC and has been with the firm since January 2019. Previously, William was employed with LANCASTER POLLARD & CO., LLC for 18 years, leaving in January 2019. William is currently registered in the state of Kansas and holds an active Series 63 registration.
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
KS
01/02/2019 - Present
Lument Securities, LLC (Overland Park KS)
KS
05/14/2001 - 01/02/2019
LANCASTER POLLARD & CO., LLC (Overland Park KS)
BC
Issued 05/14/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/22/2004
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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