Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Sherwood is a registered representative with Bankers Life Securities, Inc. William is licensed in California. William has been in the securities industry since April 26, 2012. William holds the Series 6, Series 63, and SIE licenses. William was previously registered with SAYBRUS EQUITY SERVICES, INC and NYLIFE SECURITIES LLC.
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
CA
01/03/2019 - Present
Bankers Life Securities, Inc. (Fresno CA)
CT
12/13/2013 - 11/05/2018
SAYBRUS EQUITY SERVICES, INC (HARTFORD CT)
CA
02/29/2012 - 12/18/2013
NYLIFE SECURITIES LLC (FRESNO CA)
BC
Issued 03/19/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/28/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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