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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Dee Becker is an Investment Advisor Representative associated with Money Concepts Capital Corp. Becker has been in the industry since 1989 and holds licenses to practice in California, Mississippi, North Carolina and Washington. William has earned the Series 6, 7 and 65 licenses and the SIE exam. Becker has experience working with corporations, individuals, charitable organizations, pension and profit-sharing plans and other investment advisers. In addition to working at Money Concepts Capital Corp, Becker is also involved in the Estate Planning Team Member.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
General consulting services
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Solicitor fee
1
2
FL
05/05/2022 - Present
Money Concepts Capital Corp. (PALM BEACH GARDENS FL)
CA
08/29/2014 - 05/17/2022
INFINITY FINANCIAL SERVICES (San Jose CA)
CA
06/18/1996 - 08/28/2014
MONEY CONCEPTS CAPITAL CORP (SAN JOSE CA)
NA
10/11/1994 - 05/28/1996
GRIFFIN FINANCIAL SERVICES
MA
11/16/1993 - 08/25/1994
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NJ
09/07/1989 - 10/27/1993
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
09/07/1989 - 10/27/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
IA
Issued 11/08/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/12/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/30/1995
Series 7 - General Securities Representative Examination
BC
Issued 09/01/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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