Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Tepas is a financial advisor with over 35 years of experience in the industry. William currently works with Lincoln Investment and has been licensed in New York and several other states since 2017. William has a proven track record of success in providing financial planning, portfolio management, and other services to individuals and businesses. William also has experience working with LEGEND EQUITIES CORPORATION and LEGEND CAPITAL CORPORATION, and previously worked with FIRST INVESTORS 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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NY
03/25/2021 - Present
Lincoln Investment (Amherst NY)
NY
01/01/1994 - 01/03/2017
LEGEND EQUITIES CORPORATION (GETZVILLE NY)
FL
04/01/1982 - 01/01/1994
LEGEND CAPITAL CORPORATION (PALM BEACH GARDENS FL)
NA
11/26/1981 - 04/30/1982
FIRST INVESTORS CORPORATION
BC
Issued 06/15/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/03/1991
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 11/20/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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