Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Phelps Allis is a registered representative with Foreside Fund Services, LLC. William has been in the securities industry since November 6, 2016. William has held previous roles at Blackrock Investments, LLC and Goldman Sachs & Co. LLC. William is licensed to sell securities in all 50 states and the District of Columbia.
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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NY
06/28/2023 - Present
Foreside Fund Services, LLC (New York NY)
NY
11/22/2021 - 05/04/2023
BLACKROCK INVESTMENTS, LLC (NEW YORK NY)
NY
08/23/2014 - 10/30/2019
GOLDMAN SACHS & CO. LLC (NEW YORK NY)
BC
Issued 11/12/2021
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 08/09/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/23/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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