Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Keenan Kish is a financial advisor with over five years of experience in the industry. William is currently registered with Main Street Financial Solutions, LLC, and has previously held positions at UBS Financial Services Inc. and LPL Financial LLC. William holds Series 7, 63, and 65 licenses as well as the SIE exam. William is a specialist in retirement planning, investment management, and financial planning for individuals and businesses. William works with a variety of clients including high-net-worth individuals, corporations, and pension plans. William is dedicated to helping his clients reach 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.
Guidance on pension options to ensure a secure financial future.
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.
1
2
PA
09/27/2024 - Present
Main Street Financial Solutions, LLC (Conshohocken PA)
PA
10/26/2021 - 06/24/2022
UBS FINANCIAL SERVICES INC. (Conshocken PA)
PA
09/11/2018 - 11/09/2021
LPL FINANCIAL LLC (WAYNE PA)
IA
Issued 10/31/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/01/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/11/2018
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure William Kish is the right advisor for you? Invested Better is here to help.
