Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Christopher Lofland is a financial professional registered with Guidestone Financial Services. William has been in the financial services industry since August 10, 2008. William has passed the Series 66, Series 26, SIE and Series 7 exams and is registered in 51 states and the District of Columbia. William is a financial advisor who provides a variety of services to his clients, including financial planning, investment management and retirement planning. William is committed to helping his clients achieve their financial goals.
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
TX
08/05/2014 - Present
Guidestone Financial Services (DALLAS TX)
TX
11/29/2010 - 08/11/2014
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (WESTLAKE TX)
TX
08/11/2010 - 11/02/2010
CHASE INVESTMENT SERVICES CORP. (RICHARDSON TX)
TX
07/09/2008 - 08/03/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DALLAS TX)
BOTH
Issued 08/05/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/24/2017
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/08/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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