Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Curry is a financial advisor with over 46 years of experience in the industry. He is currently registered with Creativeone Securities, LLC in Overland Park, Kansas. William has a strong track record of success in providing financial advice to individuals and families, and he is committed to helping his clients achieve their financial goals. William is a Chartered Financial Consultant and holds Series 7, Series 63, Series 26 and Series 39 licenses. William is also a Registered Representative of Creativeone Securities, LLC, where he provides a range of financial services, including portfolio management, financial planning and selection of other advisers. William has previously worked for a number of other firms including Alexander Capital, LP, Peak Brokerage Services, LLC, Berthel, Fisher & Company Financial Services, Inc., Kovack Securities Inc., Invest Financial Corporation, Wharton Equity Corporation and MONY Securities Corporation.
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.
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.
1
2
KS
10/25/2023 - Present
Creativeone Securities, LLC (OVERLAND PARK KS)
DE
09/13/2023 - 10/09/2023
ALEXANDER CAPITAL, L.P. (Wilmington DE)
DE
01/03/2020 - 05/05/2023
PEAK BROKERAGE SERVICES, LLC (Wilmington DE)
DE
07/03/2017 - 12/19/2019
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (Wilmington DE)
DE
04/14/2008 - 06/20/2017
KOVACK SECURITIES INC. (WILMINGTON DE)
DE
06/06/2007 - 04/18/2008
INVEST FINANCIAL CORPORATION (WILMINGTON DE)
DE
02/10/2004 - 06/11/2007
WHARTON EQUITY CORPORATION (WILMINGTON DE)
NY
11/14/2002 - 02/18/2004
MONY SECURITIES CORPORATION (NEW YORK NY)
PA
06/19/1989 - 12/31/2002
WHARTON EQUITY CORPORATION (WAYNE PA)
NA
02/01/1977 - 05/30/1989
MANEQUITY, INC.
NA
11/28/1984 - 03/18/1987
FOCUS SECURITIES, INC.
NA
12/06/1981 - 10/20/1982
ALLEN, ROGERS & CO., INC.
BC
Issued 08/10/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 39 - Direct Participation Programs Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/1984
Series 7 - General Securities Representative Examination
BC
Issued 01/19/1977
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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