Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Childs is a financial advisor with over 20 years of experience in the financial services industry. William has been with Schwab Wealth Advisory, Inc. since 2014 and previously worked with Charles Schwab & Co., Inc. and Janus Distributors LLC. William is a registered representative and investment advisor representative in Colorado and Texas, and he holds multiple professional licenses and designations, including Series 6, 7, 9, 10, 24, 26, 63, and 66. He is committed to providing personalized financial advice and investment management services to individuals and families.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
1
2
CO
01/02/2020 - Present
Schwab Wealth Advisory, Inc. (Lone Tree CO)
CO
03/17/2004 - 08/22/2006
CACHEMATRIX, LLC (DENVER CO)
CO
06/26/1998 - 03/15/2004
JANUS DISTRIBUTORS LLC (DENVER CO)
BOTH
Issued 05/16/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/15/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/25/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/16/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/07/2006
Series 24 - General Securities Principal Examination
BC
Issued 09/08/2003
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/07/2005
Series 7 - General Securities Representative Examination
BC
Issued 06/23/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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