Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Holman is a financial professional currently registered with Mischler Financial Group, Inc. He is a registered representative in California and Connecticut and holds the Series 7TO, Series 63, and SIE licenses. William has been active in the securities industry since December 2022.
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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CT
12/20/2022 - Present
Mischler Financial Group, Inc. (STAMFORD CT)
BC
Issued 01/25/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/20/2022
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/2022
Series 7TO - General Securities Representative Examination
Active
Inactive
F
FINRA
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