Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Midgely Eastwood is an active investment advisor representative with Avantax Advisory Services. William has been in the financial services industry since 1994 and has a wide range of experience. William holds the Series 63, Series 65, Series 7, Series 24 and Series 31 licenses. William's areas of expertise include financial planning, portfolio management for individuals and businesses, and pension consulting. William has a proven track record of success in helping clients achieve their financial goals. William is committed to providing clients with personalized financial advice that is tailored to 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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
FL
01/24/2024 - Present
Avantax Advisory Services (MELBOURNE FL)
FL
02/14/2007 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (MELBOURNE FL)
FL
08/14/2002 - 02/14/2007
INVESTACORP, INC. (MELBOURNE FL)
NJ
03/05/1994 - 08/28/2002
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
IA
Issued 03/28/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/16/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/25/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/1996
Series 31 - Futures Managed Funds Examination
BC
Issued 02/28/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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