Unclaimed
William Kimball is a financial advisor with over 30 years of experience in the industry. William is currently registered with Ameritas Investment Company, LLC. William has a strong background in investments and has held licenses in several states.
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
02/26/2013 - Present
Ameritas Investment Company, LLC (DALLAS TX)
TX
09/15/2010 - 02/22/2011
TITAN SECURITIES (PLANO TX)
NC
02/12/2001 - 10/07/2008
EVERGREEN INVESTMENT SERVICES, INC. (CHARLOTTE NC)
CA
11/09/1999 - 11/24/1999
RWB SECURITIES INC. (SAN JOSE CA)
IA
09/14/1989 - 10/05/1999
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
MA
03/26/1986 - 06/26/1989
SELIGMAN MARKETING, INC. (BOSTON MA)
NA
02/12/1986 - 07/23/1987
STANFORD FINANCIAL RESOURCES, INC.
IA
Issued 04/13/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/25/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/2001
Series 7 - General Securities Representative Examination
BC
Issued 03/25/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/13/1985
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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