Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Filer is a financial advisor with American Century Investment Services Inc.. William has been in the financial services industry since September 20, 2009 and is currently registered in 51 states. William holds the Series 6, 7, and SIE licenses. William was previously affiliated with COUNTRY CLUB FINANCIAL SERVICES, INC. and EDWARD JONES.
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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MO
01/23/2014 - Present
American Century Investment Services Inc. (KANSAS CITY MO)
MO
07/11/2002 - 02/24/2005
COUNTRY CLUB FINANCIAL SERVICES, INC. (KANSAS CITY MO)
MO
01/02/2000 - 09/17/2001
EDWARD JONES (ST. LOUIS MO)
BC
Issued 01/31/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/23/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/27/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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