Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Cullen is a financial advisor with Avantax Investment Services, Inc., based in Phoenix, Arizona. William has been in the financial industry since 1991. He has a Series 6, Series 63, and SIE license and is registered in Arizona, California, and Florida. William has previously worked at Waddell & Reed, Inc.
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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AZ
01/29/1997 - Present
Avantax Investment Services, Inc. (Phoenix AZ)
KS
01/01/1991 - 12/31/1996
WADDELL & REED, INC. (OVERLAND PARK KS)
BC
Issued 11/19/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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