Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Atkinson is a financial advisor currently registered with Pacific Select Distributors, LLC. William has been in the securities industry since 2013. William holds Series 63, Series 66, Series 7 and SIE licenses. William has been registered with FINRA since 2012 and is currently registered with the following states: Connecticut, Maine, Massachusetts, New Hampshire, New Jersey, New York, Pennsylvania, Rhode Island and Vermont.
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
CA
06/17/2016 - Present
Pacific Select Distributors, LLC (NEWPORT BEACH CA)
FL
08/25/2014 - 02/19/2016
INCAPITAL INSURANCE SERVICES, LLC (BOCA RATON FL)
FL
08/08/2014 - 02/19/2016
INCAPITAL LLC (BOCA RATON FL)
FL
04/05/2013 - 04/07/2014
MORGAN STANLEY (CORAL SPRINGS FL)
FL
10/02/2012 - 03/15/2013
OPPENHEIMER & CO. INC. (BOCA RATON FL)
BC
Issued 04/24/2019
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 10/25/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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