Unclaimed
William John Eastwood is a financial professional with over 25 years of experience in the financial services industry. William currently holds a Series 6, Series 7 and SIE licenses and is registered with VP Distributors LLC. William has previously been employed by Neuberger Berman LLC and Phoenix Equity Planning Corporation. William has held positions in both active and inactive jurisdictions across the United States.
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
CT
09/02/2011 - Present
VP Distributors LLC (HARTFORD CT)
IL
07/15/2008 - 07/05/2011
NEUBERGER BERMAN LLC (CHICAGO IL)
CT
05/09/1996 - 08/05/2002
PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/14/2008
Series 7 - General Securities Representative Examination
BC
Issued 05/08/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure William Eastwood is the right advisor for you? Invested Better is here to help.