Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Farias is a financial advisor who joined First Citizens Investor Services, Inc. in September 2024. William has a Series 7TO and a SIE license. He is registered with FINRA as a representative of First Citizens Investor Services, Inc. The advisor's firm, First Citizens Investor Services, Inc. is based in Raleigh, NC and offers a variety of services, including financial planning, selection of other advisers, portfolio management for businesses, and portfolio management for individuals.
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.
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.
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2
AZ
09/02/2024 - Present
First Citizens Investor Services, Inc. (Phoenix AZ)
BC
Issued 08/31/2024
Series 7TO - General Securities Representative Examination
BC
Issued 04/23/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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