Unclaimed
William Gaffney is a financial advisor at Lincoln Financial Distributors, Inc. William has over 3 years of experience in the industry, previously working with PACER FINANCIAL, INC.. William is registered with FINRA and holds the Series 7, Series 63 and SIE licenses. William is licensed to provide financial advice in Pennsylvania.
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
PA
07/24/2017 - Present
Lincoln Financial Distributors, Inc. (RADNOR PA)
PA
09/05/2014 - 06/27/2017
PACER FINANCIAL, INC. (PAOLI PA)
BC
Issued 11/20/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/05/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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