Unclaimed
William Joseph Tevlin is a financial advisor who has been in the industry since 2010. William has a Series 6, Series 22, Series 63, and SIE license. William is currently registered with Nationwide Investment Services Corp. and is approved to do business in Pennsylvania. William was previously registered with NEW ENGLAND SECURITIES CORPORATION and PRUCO SECURITIES CORPORATION.
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
11/27/2012 - Present
Nationwide Investment Services Corp. (COLUMBUS OH)
NA
07/29/1987 - 05/11/1989
NEW ENGLAND SECURITIES CORPORATION
NA
10/10/1985 - 11/12/1986
PRUCO SECURITIES CORPORATION
BC
Issued 05/03/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/26/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/29/1988
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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