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 Poindexter is a registered representative with Principal Securities, Inc. William has over 20 years of experience in the financial services industry. William's current registrations include Series 6, 7, 24, 63, and 65. William is also a Certified Tourism Ambassador for Experience Columbus. William's previous employer was THE HUNTINGTON INVESTMENT COMPANY. William is currently registered with the following states: Indiana, New York, Ohio, Pennsylvania and West Virginia.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
OH
02/10/2020 - Present
Principal Securities, Inc. (Dublin OH)
OH
08/31/1999 - 04/08/2019
THE HUNTINGTON INVESTMENT COMPANY (COLUMBUS OH)
IA
Issued 03/04/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/18/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/06/2005
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/1999
Series 7 - General Securities Representative Examination
BC
Issued 08/30/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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