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William David Mann

FS Investment Solutions, LLC

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About William David Mann

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.

Firm Information

William Mann is currently registered with FS Investment Solutions, LLC. FS Investment Solutions, LLC is a Limited Liability Company formed on July 17, 2007. It is registered to provide advisory services in all 50 states, the District of Columbia, and Puerto Rico. It is also registered with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

111

Total Financial Advisors

Services Offered

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.

Fee Structure

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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William Mann’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for William David Mann.
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