Unclaimed
William Reagan is a financial advisor with over 30 years of experience in the industry. William is currently registered with Fmsbonds, Inc. and has been with the firm since 2012. Previously, William has worked at a number of other firms, including Raymond James & Associates, Inc., Banc of America Securities LLC, RBC Dain Rauscher Inc., and William R. Hough & Co. William holds Series 63, 53, 6TO, SIE, 7 and 52 licenses. William is registered with the state of Florida, Louisiana, New York, Texas and Vermont.
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
FL
05/31/2012 - Present
Fmsbonds, Inc. (NORTH MIAMI BEACH FL)
FL
03/20/2008 - 04/04/2012
RAYMOND JAMES & ASSOCIATES, INC. (NAPLES FL)
FL
03/15/2004 - 02/25/2008
BANC OF AMERICA SECURITIES LLC (NAPLES FL)
NY
02/27/2004 - 03/19/2004
RBC DAIN RAUSCHER INC. (NEW YORK NY)
FL
06/10/1996 - 02/27/2004
WILLIAM R. HOUGH & CO. (ST. PETERSBURG FL)
NA
01/04/1990 - 05/07/1996
ALEX. BROWN & SONS INCORPORATED
BC
Issued 08/19/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/24/2007
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/26/1997
Series 7 - General Securities Representative Examination
BC
Issued 01/03/1990
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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