Unclaimed
William David Manson has been in the securities industry since May 1, 2005 and is currently registered with Tradestation Securities, Inc. William David Manson has a Series 7, Series 3, Series 30 and Series 63 license. William David Manson is registered in 52 states and is also registered with FINRA. William David Manson was previously registered with TD Waterhouse Investor Services, Inc.
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
FL
03/13/2007 - Present
Tradestation Securities, Inc. (PLANTATION FL)
NE
10/06/1999 - 08/15/2001
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
BC
Issued 05/11/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/21/2008
Series 30 - NFA Branch Manager Examination
BC
Issued 03/16/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/2007
Series 3 - National Commodity Futures Examination
BC
Issued 03/12/2007
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure William Manson is the right advisor for you? Invested Better is here to help.