Unclaimed
William J. Bacho is a financial professional with over 17 years of experience in the financial services industry. William is currently registered with Allstate Financial Services, LLC. Previously, William was registered with Transamerica Financial Advisors, Inc., Pruco Securities, LLC., The O.N. Equity Sales Company, W&S Brokerage Services, Inc., and MetLife Securities Inc. William holds Series 6 and Series 63 licenses.
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
OH
09/02/2022 - Present
Allstate Financial Services, LLC (Boardman OH)
PA
03/15/2018 - 07/15/2022
TRANSAMERICA FINANCIAL ADVISORS, INC (PITTSBURGH PA)
PA
06/23/2014 - 11/29/2016
PRUCO SECURITIES, LLC. (WEXFORD PA)
OH
01/10/2013 - 02/12/2014
THE O.N. EQUITY SALES COMPANY (VIENNA OH)
OH
01/22/2010 - 11/29/2012
W&S BROKERAGE SERVICES, INC. (YOUNGSTOWN OH)
OH
04/04/2008 - 12/05/2009
METLIFE SECURITIES INC. (BOARDMAN OH)
OH
03/25/2004 - 01/28/2008
METLIFE SECURITIES INC. (BOARDMAN OH)
OH
03/25/2004 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (BOARDMAN OH)
BC
Issued 09/22/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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