Unclaimed
William Kreiling is a financial professional with over 20 years of experience in the financial services industry. William has held previous roles at IMST Distributors, LLC, American Century Investment Services Inc., American Century Brokerage, Inc., and Paine Webber Incorporated. William is currently registered with Fidelity Distributors Co. LLC. William holds the Series 6, 7, 63, and SIE securities licenses. William is registered to provide investment advice in Illinois.
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.
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.
1
2
RI
05/28/2024 - Present
Fidelity Distributors Co. LLC (SMITHFIELD RI)
IL
01/18/2019 - 11/06/2023
IMST DISTRIBUTORS, LLC (Highland Park IL)
MO
11/09/2001 - 05/01/2018
AMERICAN CENTURY INVESTMENT SERVICES INC. (KANSAS CITY MO)
MO
02/06/2002 - 02/27/2002
AMERICAN CENTURY BROKERAGE, INC. (KANSAS CITY MO)
NA
01/21/1991 - 04/06/1994
PAINEWEBBER INCORPORATED
BC
Issued 12/10/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/2017
Series 7 - General Securities Representative Examination
BC
Issued 11/08/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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