Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam James Coughlin is an investment advisor with Davis Distributors, LLC. He is registered in nine states including Illinois, Indiana, Kansas, Kentucky, Minnesota, Missouri, Ohio, Tennessee and Wisconsin. He has been in the securities industry since January 19, 1994 and has held previous positions with OppenheimerFunds Distributor, Inc., and Planco Financial Services, Inc. William holds the Series 6, 7 and SIE licenses as well as the Series 63 license.
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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2
NY
10/25/2017 - Present
Davis Distributors, LLC (NEW YORK NY)
NY
06/16/2000 - 10/17/2017
DAVIS DISTRIBUTORS, LLC (NEW YORK NY)
NY
11/16/1995 - 06/05/2000
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)
CT
12/14/1993 - 10/26/1995
PLANCO FINANCIAL SERVICES, INC. (HARTFORD CT)
BC
Issued 12/21/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/1996
Series 7 - General Securities Representative Examination
BC
Issued 12/13/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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