Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam John Lutz is a registered representative with Bankers Life Securities, Inc. William has been in the industry since February 15, 1998. William has been registered with Bankers Life Securities, Inc. since September 10, 2021. Previously, William was registered with Citigroup Global Markets Inc. from September 1, 1998 to September 15, 2017 and Salomon Brothers Inc. from February 22, 1994 to September 1, 1998. William is licensed in Florida. William holds the Series 7, Series 63, and Series 7TO 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.
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2
FL
09/10/2021 - Present
Bankers Life Securities, Inc. (Wesley Chapel FL)
NY
09/01/1998 - 09/15/2017
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
02/22/1994 - 09/01/1998
SALOMON BROTHERS INC. (NEW YORK NY)
BC
Issued 05/20/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/10/2021
Series 7TO - General Securities Representative Examination
BC
Issued 09/15/2017
SIE - Securities Industry Essentials Examination
BC
Issued 02/17/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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