Unclaimed
William Samuel Kazman is a financial professional with a strong track record of success in the securities industry. William has been actively licensed and registered in the industry since 2018 and holds several licenses including Series 63, SIE, Series 79, and Series 82. William currently works with Finalis Securities LLC in New York, NY and has previously been employed by STILLPOINT CAPITAL, LLC. William has extensive knowledge and experience in investment banking and private securities offerings. William is dedicated to helping clients reach their financial goals and providing them with sound financial advice.
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.
1
2
NY
05/27/2021 - Present
Finalis Securities LLC (New York NY)
FL
02/13/2018 - 05/25/2021
STILLPOINT CAPITAL, LLC (TAMPA FL)
BC
Issued 12/20/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/06/2018
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 02/13/2018
Series 82 - Limited Representative-Private Securities Offerings
Active
Inactive
F
FINRA
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