Unclaimed
William Joseph Lacure is a financial advisor registered with Nationwide Investment Services Corp. William has over 15 years of experience in the financial services industry. He has passed multiple securities exams including Series 6, Series 7, Series 63, and Series 65. He is currently licensed to provide financial advice in 11 states including Ohio, California, Idaho, Illinois, Minnesota, Montana, Nebraska, Nevada, North Dakota, South Dakota, and Wyoming. William has a proven track record of success helping clients achieve their financial goals.
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
OH
06/29/2023 - Present
Nationwide Investment Services Corp. (GRANDVIEW HEIGHTS OH)
TN
06/01/2021 - 05/20/2022
P.J. ROBB VARIABLE CORPORATION (MEMPHIS TN)
CA
04/09/2015 - 11/03/2020
PACIFIC SELECT DISTRIBUTORS, LLC (NEWPORT BEACH CA)
OH
10/01/2012 - 09/09/2014
J.P. MORGAN SECURITIES LLC (COLUMBUS OH)
OH
09/29/2011 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (COLUMBUS OH)
CA
05/01/2008 - 02/10/2009
PACIFIC SELECT DISTRIBUTORS, INC. (NEWPORT BEACH CA)
OH
12/06/2002 - 04/28/2008
NATIONWIDE INVESTMENT SERVICES CORPORATION (DUBLIN OH)
BC
Issued 06/03/2015
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/21/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/2014
Series 7 - General Securities Representative Examination
BC
Issued 12/05/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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