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William F Biery

W & S Brokerage Services, Inc.

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About William F Biery

William Biery is a financial advisor with W&S Brokerage Services, Inc. located in Fort Wright, Kentucky. William is a Series 6, 7, 63, 66, and SIE licensed representative and has been in the industry since December 25, 2009. William's previous experience includes working with Fidelity Brokerage Services LLC and Fidelity Investments Institutional Services Company, Inc. William is also registered to provide financial advice in Kentucky and Ohio.

Firm Information

William Biery is currently registered with W & S Brokerage Services, Inc.. W&S Brokerage Services, Inc. is a corporation formed in 1974 and headquartered in Cincinnati, Ohio. The firm provides investment advisory services to individuals and is registered with the SEC and in 52 states. With over 85 registered representatives, W&S Brokerage Services, Inc. manages over $122 million in assets for its clients, offering portfolio management services and selection of other advisers.
W & S Brokerage Services, Inc.

400 BROADWAY

CINCINNATI, OH 45202

$122.86M

Assets Under Management

451

Total Clients

434

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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percentage of assets

A percentage of the total value of assets under management is charged.

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William Biery’s Registration & Firm History

KY

05/20/2022 - Present

W&S Brokerage Services, Inc. (FORT WRIGHT KY)

KY

01/26/2007 - 09/21/2018

FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)

KY

04/10/2006 - 01/05/2007

FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (COVINGTON KY)

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Licenses & Designations

BC

Issued 08/24/2022

Series 63 - Uniform Securities Agent State Law Examination

BOTH

Issued 11/13/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/19/2022

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

BC

Issued 09/21/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/25/2007

Series 7 - General Securities Representative Examination

BC

Issued 04/07/2006

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 4 public disclosures for William F Biery. Review regulatory record here.
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