Unclaimed
William Matlock is a financial advisor with Farmers Financial Solutions, LLC. William has been working in the financial services industry since January 4, 2000. William is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 6, Series 26, and Series 63 licenses, as well as the Securities Industry Essentials (SIE) exam. William has offices in Westlake Village, California.
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
09/08/2000 - Present
Farmers Financial Solutions, LLC (WESTLAKE VILLAGE CA)
IL
01/05/2000 - 09/08/2000
INVESTORS BROKERAGE SERVICES, INC. (ELGIN IL)
BC
Issued 01/24/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/21/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/04/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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