Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam F Anastas is a financial advisor who has been in the industry since 1989. William is currently registered with LPL Financial LLC in California and Texas and holds a Series 7, Series 63, Series 66, Series 72, and SIE licenses. William is also a registered tax preparer and operates a rental property business. William has previously worked with FSC Securities Corporation, Advantage Capital Corporation, American General Securities Incorporated, SunAmerica Securities, Inc., Linsco/Private Ledger Corp., Transamerica Financial Resources, Inc., and Advantage Capital Corporation. William works with a wide range of clients including high-net-worth individuals, corporations, and pension plans. William has a strong background in financial planning and portfolio management and is committed to providing his clients with personalized advice and service.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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CA
02/11/2025 - Present
LPL Financial LLC (LOS ALAMITOS CA)
CA
02/27/2009 - 11/03/2023
FSC SECURITIES CORPORATION (LOS ALAMITOS CA)
CA
01/24/1997 - 02/27/2009
ADVANTAGE CAPITAL CORPORATION (LOS ALAMITOS CA)
AZ
01/29/1996 - 12/31/1996
AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)
AZ
04/26/1995 - 12/31/1995
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
SC
06/07/1993 - 05/03/1995
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
CA
04/03/1991 - 05/28/1993
TRANSAMERICA FINANCIAL RESOURCES, INC. (LOS ANGELES CA)
GA
10/19/1988 - 10/04/1990
ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)
BOTH
Issued 12/27/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/03/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 72 - Government Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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