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 Vasquez is an active investment advisor representative registered with Kestra Advisory Services, LLC. William has been in the industry since 1994 and has experience in a range of financial services, including investment advisory services, securities, and insurance. William has held previous registrations with CUSO Financial Services, L.P., Atlas Securities, Inc., and Great Western Financial Securities Corporation. He is currently licensed to provide investment advisory services in Arizona, California, Colorado, Hawaii, Montana, Nevada, Ohio, Tennessee, Texas, and Washington. William specializes in providing financial planning, pension consulting, and portfolio management for individuals and businesses. William is dedicated to providing clients with personalized financial advice and guidance to help them 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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
1
2
CA
01/01/2025 - Present
Kestra Advisory Services, LLC (SAN DIEGO CA)
CA
07/02/2002 - 09/22/2010
CUSO FINANCIAL SERVICES, L.P. (LA MESA CA)
CA
05/08/1998 - 07/09/2002
ATLAS SECURITIES, INC. (SAN LEANDRO CA)
CA
03/17/1994 - 01/09/1998
GREAT WESTERN FINANCIAL SECURITIES CORPORATION (NORTHRIDGE CA)
BOTH
Issued 02/02/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/06/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/26/1996
Series 7 - General Securities Representative Examination
BC
Issued 03/16/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure William Vasquez is the right advisor for you? Invested Better is here to help.
