Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Jerome Reynolds is a financial advisor with Key Investment Services LLC, registered with the state of New York. William Reynolds has over 29 years of experience in the financial services industry. William Reynolds has a wide range of experience working with various clients including individuals, corporations, pension plans, charitable organizations and high-net-worth individuals. William Reynolds is also a registered representative with LPL Financial LLC.
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.
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.
A percentage of the total value of assets under management is charged.
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2
NY
03/26/2021 - Present
KEY Investment Services LLC (Endicott NY)
NY
05/15/2012 - 09/21/2016
LPL FINANCIAL LLC (CORTLAND NY)
NY
01/01/2005 - 05/15/2012
HSBC SECURITIES (USA) INC. (TULLY NY)
NY
04/25/1996 - 01/01/2005
HSBC BROKERAGE (USA) INC. (NEW YORK NY)
NY
10/19/1995 - 05/02/1996
LEIGH BALDWIN & CO., LLC (CAZENOVIA NY)
NY
06/03/1993 - 10/05/1995
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
06/03/1993 - 10/05/1995
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BOTH
Issued 10/08/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/06/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/10/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/25/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/18/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/10/2002
Series 7 - General Securities Representative Examination
BC
Issued 06/02/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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