Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Edward Fagan is a financial professional with over 10 years of experience in the industry. William is currently registered with Foreside Fund Services, LLC and has been with the firm since 2019. William has previously held positions with Blackrock Investments, LLC and Jackson National Life Distributors LLC. William holds licenses for securities, futures, and investment advising. He is registered in 16 states and holds a branch manager license.
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
03/07/2019 - Present
Foreside Fund Services, LLC (San Francisco CA)
CA
04/05/2013 - 06/20/2017
BLACKROCK INVESTMENTS, LLC (SAN FRANCISCO CA)
CO
12/07/2011 - 03/27/2013
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (DENVER CO)
IA
Issued 09/12/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/06/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/29/2021
Series 30 - NFA Branch Manager Examination
BC
Issued 01/09/2021
Series 3 - National Commodity Futures Examination
BC
Issued 06/20/2017
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/2012
Series 7 - General Securities Representative Examination
BC
Issued 12/06/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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