Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Breagy is an Investment Advisor Representative at Creative Financial Designs, Inc. William has been in the industry since 1992 and has a diverse background with experience at various firms, including Securities America, Inc., MetLife Securities Inc., and Metropolitan Life Insurance Company. William is a licensed investment advisor in Kentucky and Ohio and is registered with the Financial Industry Regulatory Authority (FINRA). William holds licenses including Series 6, Series 7, Series 24, and Series 63 and is a member of AFEA (American Financial Education Alliance).
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.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
1
2
IN
08/13/2010 - Present
Creative Financial Designs, Inc. (KOKOMO IN)
NE
06/23/2000 - 07/01/2002
SECURITIES AMERICA, INC. (LAVISTA NE)
MA
03/09/1999 - 06/27/2000
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
03/09/1999 - 06/27/2000
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
AZ
02/03/1998 - 02/12/1999
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
OH
09/12/1997 - 02/02/1998
MFI INVESTMENTS CORP. (BRYAN OH)
NJ
08/11/1992 - 12/18/1997
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 03/30/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/12/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/22/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/2000
Series 7 - General Securities Representative Examination
BC
Issued 07/24/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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