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William Eugene Stafford

Pimco Investments LLC

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About William Eugene Stafford

William Eugene Stafford is a registered representative with Pimco Investments LLC. William has been in the industry since 2020 and holds Series 7TO, Series 6TO, and Series 63 licenses. William is currently registered in 53 states and is based in Austin, Texas.

Firm Information

William Stafford is currently registered with Pimco Investments LLC. Pimco Investments LLC is a Limited Liability Company formed in 2010. The firm is registered to provide investment advisory services in all 50 states, the District of Columbia, Puerto Rico and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

290

Total Financial Advisors

Services Offered

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.

Fee Structure

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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William Stafford’s Registration & Firm History

TX

05/20/2021 - Present

Pimco Investments LLC (Austin TX)

AZ

08/07/2020 - 05/14/2021

MFS FUND DISTRIBUTORS, INC. (PHOENIX AZ)

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Licenses & Designations

BC

Issued 03/09/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/07/2020

Series 7TO - General Securities Representative Examination

BC

Issued 08/07/2020

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 06/04/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for William Eugene Stafford.
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