Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Reynolds is a financial advisor who has been in the industry since 1989. William is currently registered with Equity Services, Inc. and is also an agent for several insurance companies. William has previously worked with several other firms including The O.N. Equity Sales Company, Pacific Select Distributors, Inc., Saybrus Equity Services, Inc., Phoenix Equity Planning Corporation, Walnut Street Securities, Inc., ING Financial Partners, Inc., Locust Street Securities, Inc., 1717 Capital Management Company, Transamerica Financial Advisors, Inc., Jefferson Pilot Securities Corporation, Mutual Service Corporation, Investment Management & Research, Inc, Pacific Mutual Distributors, Inc., Associated Planners Securities Corporation, and Capital Analysts, Incorporated. William is also a Chartered Financial Consultant.
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.
Personalized portfolio management to meet individual financial objectives.
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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2
CO
01/07/2022 - Present
Equity Services, Inc. (CASTLE PINES CO)
OH
07/09/2012 - 06/30/2015
THE O.N. EQUITY SALES COMPANY (CINCINNATI OH)
CA
03/10/2011 - 07/03/2012
PACIFIC SELECT DISTRIBUTORS, INC. (LOS ANGELS CA)
CT
09/15/2010 - 03/10/2011
SAYBRUS EQUITY SERVICES, INC (HARTFORD CT)
PA
02/04/2009 - 09/15/2010
PHOENIX EQUITY PLANNING CORPORATION (PHILADELPHIA PA)
CT
03/20/2006 - 02/04/2009
PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)
CA
06/23/2005 - 02/24/2006
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
CT
01/01/2004 - 05/31/2005
ING FINANCIAL PARTNERS, INC. (WINDSOR CT)
IA
07/15/2002 - 01/01/2004
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
DE
07/31/2001 - 07/31/2002
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
CA
12/08/1999 - 06/07/2001
TRANSAMERICA FINANCIAL ADVISORS, INC. (LOS ANGELES CA)
IN
10/13/1995 - 12/07/1999
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
MA
09/24/1992 - 08/21/1995
MUTUAL SERVICE CORPORATION (BOSTON MA)
FL
11/13/1991 - 06/29/1992
INVESTMENT MANAGEMENT & RESEARCH, INC (ST. PETERSBURG FL)
CA
07/06/1989 - 04/26/1990
PACIFIC MUTUAL DISTRIBUTORS, INC. (NEWPORT BEACH CA)
NA
04/21/1988 - 05/15/1989
ASSOCIATED PLANNERS SECURITIES CORPORATION
NA
09/29/1986 - 02/23/1988
CAPITAL ANALYSTS, INCORPORATED
IA
Issued 12/30/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/05/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/12/1987
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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