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 Serda is an investment advisor who has been active in the industry since February 28, 2012. Currently, William is registered with Foreside Fund Services, LLC, a firm based in Atlanta, GA. William Joseph Serda has held previous positions with Ridgeworth Distributors LLC and Northwestern Mutual Investment Services, LLC. William Joseph Serda is licensed in several states, including Georgia, Arizona, Arkansas, Colorado, Louisiana, New Mexico, Oklahoma, Texas, and Utah.
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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GA
01/31/2017 - Present
Foreside Fund Services, LLC (Atlanta GA)
GA
03/06/2012 - 10/13/2015
RIDGEWORTH DISTRIBUTORS LLC (ATLANTA GA)
AL
05/07/2010 - 02/11/2011
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MOBILE AL)
IA
Issued 02/21/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/20/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/04/2014
Series 7 - General Securities Representative Examination
BC
Issued 05/06/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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