Unclaimed
William Michael Eggar is a financial professional with over 40 years of experience in the industry. William is currently registered with Allstate Financial Services, LLC and is located in Mansfield, Texas. William has a strong background in investments and has held various roles in the financial services industry. William has a Series 6, Series 26 and Series 63 licenses, as well as the SIE exam. William is dedicated to providing exceptional service and personalized financial advice to clients.
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
TX
12/20/2001 - Present
Allstate Financial Services, LLC (MANSFIELD TX)
TX
01/24/2001 - 12/31/2001
RUSHMORE SECURITIES CORPORATION (DALLAS TX)
TX
07/16/1998 - 03/08/2001
NORTHSTAR SECURITIES, INC. (DALLAS TX)
TX
02/06/1995 - 12/09/1998
DOMINION CAPITAL CORPORATION (DALLAS TX)
GA
10/31/1983 - 12/31/1994
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 09/13/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/21/1988
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/13/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure William Eggar is the right advisor for you? Invested Better is here to help.