Unclaimed
William Coffee is a financial advisor with over 20 years of experience in the financial services industry. William is currently registered with Farmers Financial Solutions, LLC in Oregon and holds Series 6 and 63 securities licenses. William is also a Registered Representative with FINRA. William's experience and expertise allow him to provide a wide range of financial services to clients, including investment advice, retirement planning, and insurance.
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.
1
2
OR
10/29/2001 - Present
Farmers Financial Solutions, LLC (TUALATIN OR)
BC
Issued 11/02/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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