Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Ryan Poindexter is a financial advisor at Ameritas Advisory Services, LLC. William has been working in the financial services industry since 1994. He is registered with the state of Texas to provide investment advisory services. William has a wide range of experience in the financial services industry, including insurance sales, disability insurance, and investment advising. William is committed to providing his clients with personalized financial advice and services to help them achieve their financial goals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Solicitor fees
1
2
TX
11/01/2021 - Present
Ameritas Advisory Services, LLC (BELLAIRE TX)
TX
03/11/2005 - 03/30/2010
GUNNALLEN FINANCIAL, INC (HOUSTON TX)
IN
10/09/1997 - 03/15/2005
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
NA
09/02/1997 - 09/24/1997
CHUBB SECURITIES CORPORATION
MA
05/30/1996 - 08/29/1997
SUN INVESTMENT SERVICES COMPANY (WELLESLEY HILLS MA)
MA
02/09/1996 - 03/08/1996
MANEQUITY, INC. (BOSTON MA)
PA
03/04/1992 - 12/31/1995
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
BC
Issued 03/13/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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