Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Joseph Revoir is an Investment Advisor Representative, registered with Foundations Investment Advisors LLC. William is currently registered in Alabama, Florida, Michigan, Ohio and Texas and has previously been registered in a number of other states. William has over 40 years of experience in the financial services industry.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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MI
08/07/2023 - Present
Foundations Investment Advisors LLC (Bingham Farms MI)
MI
01/24/2015 - 06/08/2015
CORECAP INVESTMENTS, INC. (SOUTHFIELD MI)
MI
07/25/2011 - 04/12/2013
AXA ADVISORS, LLC (TROY MI)
MI
03/15/2010 - 07/12/2011
LINCOLN FINANCIAL ADVISORS CORPORATION (SOUTHFIELD MI)
MI
06/02/2009 - 01/05/2010
PFS INVESTMENTS INC. (TROY MI)
NA
10/19/1990 - 11/12/1991
EAST - WEST CAPITAL CORPORATION
NA
01/21/1987 - 12/31/1988
FIRST CHESAPEAKE SECURITIES CORPORATION
NA
08/14/1985 - 12/26/1986
MUTUAL SERVICE CORPORATION
NA
10/20/1980 - 01/09/1984
EQUICO SECURITIES, INC.
NA
11/08/1979 - 01/09/1984
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
IA
Issued 01/14/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/30/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/08/2015
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/2010
Series 7 - General Securities Representative Examination
BC
Issued 06/01/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/29/1979
Series 1 - Registered Representative Examination
Active
Inactive
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