Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Connaker is an investment advisor representative who has been in the securities industry since 2014. William is currently registered with American Trust Investment Services, Inc. and holds Series 63, SIE, and Series 22 licenses. William has previously been registered with WESTPARK CAPITAL, INC. and NEWPORT COAST SECURITIES, INC. William is licensed in California and has been registered with the state since 2021.
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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CA
06/02/2021 - Present
American Trust Investment Services, Inc. (San Clemente CA)
CA
09/30/2016 - 06/29/2018
WESTPARK CAPITAL, INC. (Newport Beach CA)
CA
08/22/2014 - 09/01/2016
NEWPORT COAST SECURITIES, INC. (IRVINE CA)
BC
Issued 07/08/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/01/2021
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 06/29/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/2014
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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