Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam David Talbot is a financial professional with over 16 years of experience in the industry. Currently, William is registered with Anico Financial Services, Inc., and has been with the firm since January 25, 2024. William has a strong history of working with clients, previously holding roles with various financial services firms including Securities Management & Research, Inc., AIG Capital Services, Inc., American General Equity Services Corporation, VALIC Financial Advisors, Inc., MML Investors Services, Inc., and Mutual of America Life Insurance Company. William holds several licenses and designations, including Series 6, 7, 24, 63, and 65, demonstrating a comprehensive understanding of financial markets and investment strategies.
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.
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2
TX
01/25/2024 - Present
Anico Financial Services, Inc. (GALVESTON TX)
TN
12/02/2015 - 12/31/2023
SECURITIES MANAGEMENT & RESEARCH, INC. (FRANKLIN TN)
TN
04/17/2014 - 04/16/2015
AIG CAPITAL SERVICES, INC. (Brentwood TN)
TX
02/24/2006 - 05/16/2006
AMERICAN GENERAL EQUITY SERVICES CORPORATION (HOUSTON TX)
TX
06/30/1999 - 10/18/2005
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
MA
10/09/1998 - 08/27/1999
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NY
02/03/1998 - 10/06/1998
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 08/14/2014
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/28/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/19/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/17/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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