Unclaimed
William Mann is a financial professional with over 19 years of experience in the industry. Currently registered with FS Investment Solutions, LLC, William holds Series 4, 7, 24, 7TO, 87, and SIE licenses. Prior to his current role, William was employed by Susquehanna Financial Group, LLLP for over 11 years. William is a Registered Options Principal, a General Securities Principal, and a Registered Representative.
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.
1
2
PA
11/30/2015 - Present
FS Investment Solutions, LLC (PHILADELPHIA PA)
PA
02/26/2004 - 11/18/2015
SUSQUEHANNA FINANCIAL GROUP, LLLP (BALA CYNWYD PA)
BC
Issued 03/30/2007
Series 4 - Registered Options Principal Examination
BC
Issued 05/24/2004
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/2005
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 10/20/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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