Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Andereck is a financial professional with over 10 years of experience in the industry. He is currently registered with Union Square Advisors LLC, a firm that is active in both the Broker-Dealer and Investment Advisor spaces. William holds a Series 63, Series 24, SIE and Series 79 licenses, and is registered in both California and Georgia. He has a proven track record of providing financial guidance to clients, and is committed to helping them achieve their financial goals.
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.
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CA
03/13/2013 - Present
Union Square Advisors LLC (SAN FRANCISCO CA)
BC
Issued 04/15/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/06/2024
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/12/2013
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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