Unclaimed
William Joseph Reynolds is a financial advisor with First Command Advisory Services. William Joseph Reynolds has been in the industry since August 14, 2013 and has a Series 6, Series 63, and Series 65 license. William Joseph Reynolds has 2 approved state registrations, and 2 approved state IA registrations. William Joseph Reynolds is registered in Texas and Utah and is currently working with First Command Advisory Services, located in Fort Worth, Texas. William Joseph Reynolds is a financial professional with a proven track record of providing personalized financial advice to individuals and families. William Joseph Reynolds offers a variety of services including financial planning, portfolio management, and retirement planning. William Joseph Reynolds is committed to 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.
Comprehensive financial plans to help you achieve your personal and business 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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2
TX
03/28/2024 - Present
First Command Advisory Services (FORT WORTH TX)
TX
07/26/2013 - 08/05/2015
FIRST COMMAND FINANCIAL PLANNING, INC. (KILLEEN TX)
IA
Issued 08/26/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/09/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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