Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam King has been in the financial services industry since October 30, 2010. William is currently a registered representative of First Citizens Investor Services, Inc., registered in Georgia. Prior to joining First Citizens Investor Services, Inc., William worked at BB&T SECURITIES, LLC, BB&T INVESTMENT SERVICES, INC., CHASE INVESTMENT SERVICES CORP., and MML INVESTORS SERVICES, INC.. William holds the Series 6, 7, 63, and 66 securities licenses as well as the SIE. William specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisors.
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.
A percentage of the total value of assets under management is charged.
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2
GA
06/24/2020 - Present
First Citizens Investor Services, Inc. (Atlanta GA)
GA
01/02/2018 - 03/06/2020
BB&T SECURITIES, LLC (ATLANTA GA)
GA
02/14/2012 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (ATLANTA GA)
IL
02/17/2005 - 05/23/2006
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
MA
12/07/2004 - 01/04/2005
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
BOTH
Issued 04/20/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/02/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/13/2012
Series 7 - General Securities Representative Examination
BC
Issued 12/06/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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