Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Coles is a financial professional with over 8 years of experience in the financial services industry. William has held positions at State Farm VP Management Corp. and PFS Investments Inc. William is currently registered with State Farm VP Management Corp. in Idaho and Utah. William is also Series 6, Series 63, and SIE licensed.
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.
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2
NV
10/16/2019 - Present
State Farm VP Management Corp. (LAS VEGAS NV)
IL
12/22/2014 - 11/01/2017
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
UT
04/19/2010 - 12/31/2011
PFS INVESTMENTS INC. (SO JORDAN UT)
BC
Issued 01/06/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/01/2017
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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