Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Gaylord is a financial advisor with Southstate|duncanwilliams Securities Corp. William has been in the financial services industry since 2005. William has a Series 7, Series 63, and SIE license. He is registered in 49 states. Prior to joining Southstate|duncanwilliams Securities Corp., William was with FLAGSTAR ADVISORS.
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
TX
02/23/2024 - Present
Southstate|duncanwilliams Securities Corp. (Houston TX)
TX
06/04/2010 - 12/12/2023
FLAGSTAR ADVISORS (HOUSTON TX)
TX
05/31/2006 - 11/03/2009
TRI-STAR FINANCIAL (HOUSTON TX)
TX
06/25/2004 - 05/25/2006
COASTAL SECURITIES L.P. (HOUSTON TX)
BC
Issued 07/29/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure William Gaylord is the right advisor for you? Invested Better is here to help.
