Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Hewitt is a securities professional with over 3 years of experience in the financial services industry. William has held previous roles with Transamerica Capital, Inc. and OppenheimerFunds Distributor, Inc., gaining a diverse understanding of the industry. Currently, William is registered with Foreside Fund Services, LLC and holds the Series 7, Series 6, Series 63 and SIE licenses.
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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2
CO
09/23/2022 - Present
Foreside Fund Services, LLC (Wheat Ridge CO)
CO
01/03/2020 - 08/30/2022
TRANSAMERICA CAPITAL, INC. (DENVER CO)
CO
10/26/2018 - 08/26/2019
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (CENTENNIAL CO)
BC
Issued 01/24/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/18/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/27/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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