Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Beasley is a Registered Representative with Charles Schwab & CO., Inc. based in Leesburg, VA. William's current registration with the firm started on 01/28/2022. Before joining Charles Schwab & CO., Inc., William was a Registered Representative at TD AMERITRADE, INC. between 02/26/2018 and 12/31/2023. Prior to that, William was a Registered Representative at SCOTTRADE, INC. from 11/13/2015 to 02/26/2018, and a Registered Representative at EDWARD JONES from 12/23/2014 to 04/15/2015. William has passed the General Securities Representative Examination, Securities Industry Essentials Examination, and the Uniform Combined State Law Examination. William also holds active registrations in 9 states, including California, District of Columbia, Florida, Maryland, Pennsylvania, South Carolina, Virginia, and West Virginia.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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VA
01/28/2022 - Present
Charles Schwab & CO., Inc. (Leesburg VA)
VA
02/26/2018 - 12/31/2023
TD AMERITRADE, INC. (Leesburg VA)
VA
11/13/2015 - 02/26/2018
SCOTTRADE, INC. (FAIRFAX VA)
VA
12/23/2014 - 04/15/2015
EDWARD JONES (WINCHESTER VA)
BOTH
Issued 01/09/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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