Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Vance is a financial advisor with over 10 years of experience in the financial services industry. He is currently registered with Nationwide Investment Services Corp. and holds a Series 7, Series 26, and Series 66 licenses. William has previously worked at Thrivent Investment Management Inc. and Edward Jones. He is committed to providing his clients with personalized financial advice and investment strategies that meet their individual needs.
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
OH
04/07/2010 - Present
Nationwide Investment Services Corp. (GRANDVIEW HEIGHTS OH)
OH
02/12/2009 - 04/01/2010
THRIVENT INVESTMENT MANAGEMENT INC. (WORTHINGTON OH)
OH
05/28/2008 - 12/15/2008
EDWARD JONES (DELAWARE OH)
BOTH
Issued 06/12/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/01/2014
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/27/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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