Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Kyle Swafford is a registered representative with Bankers Life Advisory Services, Inc. William has been in the financial services industry since April 19, 2015. William is also a registered investment adviser representative in Tennessee. William previously worked at ProEquities, Inc., where he was registered as an investment adviser representative and a registered representative. William has a Series 66, Series 7 and SIE license.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial 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.
A percentage of the total value of assets under management is charged.
Non-discretionary investment consulting services
1
2
TN
07/27/2016 - Present
Bankers Life Advisory Services, Inc. (Brentwood TN)
TN
04/20/2015 - 05/26/2016
PROEQUITIES, INC. (BRENTWOOD TN)
BOTH
Issued 06/11/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/18/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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