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William Kris Lonsinger

THE Leaders Group, Inc.

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About William Kris Lonsinger

William Kris Lonsinger is a registered representative with The Leaders Group, Inc. William has been in the industry since September 8, 1998, and is registered in Pennsylvania. William's experience includes working with Nationwide Securities, LLC and 1717 Capital Management Company. William holds the Series 6, 7, 24, 26, 52, 53, and 63 licenses and has passed the SIE exam.

Firm Information

William Lonsinger is currently registered with THE Leaders Group, Inc.. THE Leaders Group, Inc. is a Corporation registered in 52 states and the District of Columbia, with an approved SEC registration. Formed on July 14, 1994, the firm has a history of providing financial services.

Not reported

Assets Under Management

Not reported

Total Clients

854

Total Financial Advisors

Services Offered

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.

Fee Structure

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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William Lonsinger’s Registration & Firm History

CO

03/21/2019 - Present

THE Leaders Group, Inc. (LITTLETON CO)

OH

07/09/1998 - 01/17/2019

NATIONWIDE SECURITIES, LLC (COLUMBUS OH)

PA

01/18/2007 - 08/01/2008

1717 CAPITAL MANAGEMENT COMPANY (HARRISBURG PA)

DE

06/25/2003 - 07/10/2003

1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)

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Licenses & Designations

IA

Issued 01/06/2003

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/08/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/22/2003

Series 53 - Municipal Securities Principal Examination

BC

Issued 04/01/2002

Series 24 - General Securities Principal Examination

BC

Issued 07/17/2000

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/18/2002

Series 7 - General Securities Representative Examination

BC

Issued 07/08/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for William Kris Lonsinger. Review regulatory record here.
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