Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Funkhouser is a registered representative with Foreside Fund Services, LLC. William has over 3 years of experience in the financial services industry. William is licensed in California. William is also a Series 7, Series 66 and SIE exam holder. William's previous experience includes positions at WELLS FARGO CLEARING SERVICES, LLC and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED.
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
01/05/2024 - Present
Foreside Fund Services, LLC (El Segundo CA)
CA
11/04/2019 - 05/03/2022
WELLS FARGO CLEARING SERVICES, LLC (SAN FRANCISCO CA)
CA
08/02/2019 - 10/21/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN FRANCISCO CA)
BOTH
Issued 09/05/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/02/2019
Series 7TO - General Securities Representative Examination
BC
Issued 03/01/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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