Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Bianchi is a financial advisor registered with Kingswood Wealth Advisors, LLC. William has been in the industry since February 2007. William has 6 approved registrations and has passed both state and product exams. William currently has 6 registered states including California, Colorado, Florida, New York, North Carolina and South Carolina. William also previously worked for Lincoln Investment, Legend Equities Corporation and MML Investors Services, LLC.
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.
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.
Hourly consulting
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.
A percentage of the total value of assets under management is charged.
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2
CA
05/17/2022 - Present
Kingswood Wealth Advisors, LLC (SAN DIEGO CA)
NY
01/03/2017 - 05/13/2022
LINCOLN INVESTMENT (Rochester NY)
NY
05/16/2014 - 01/03/2017
LEGEND EQUITIES CORPORATION (Spencerport NY)
NY
10/17/2012 - 05/20/2014
MML INVESTORS SERVICES, LLC (SPENCERPORT NY)
NY
02/08/2006 - 09/30/2011
MML INVESTORS SERVICES, LLC (SPENCERPORT NY)
IA
Issued 04/12/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/08/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/07/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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