Unclaimed
William Kelly Brewer is an investment advisor representative registered with First Command Advisory Services. William Kelly Brewer has been in the industry since November 11, 2018. William Kelly Brewer holds the Series 66, Series 7TO and SIE licenses. William Kelly Brewer has passed 3 exams and is registered with 9 state regulators. William Kelly Brewer is registered in Arizona, Colorado, Connecticut, District of Columbia, Florida, Idaho, Louisiana, Maryland, Puerto Rico and Texas. William Kelly Brewer is a Chartered Financial Consultant.
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
01/04/2021 - Present
First Command Advisory Services (FORT WORTH TX)
BOTH
Issued 06/11/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/24/2021
Series 7TO - General Securities Representative Examination
BC
Issued 12/17/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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