Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Herbert Banks is a registered representative with Bankers Life Securities, Inc. based in Newark, DE. William has been in the industry since 2015 and has a Series 6 and Series 63 license as well as the SIE exam. William's previous experience includes working with PFS INVESTMENTS INC., also in the financial services industry.
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.
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DE
06/28/2024 - Present
Bankers Life Securities, Inc. (Newark DE)
PA
05/18/2015 - 08/01/2023
PFS INVESTMENTS INC. (ALLENTOWN PA)
BC
Issued 07/28/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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