Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Bristow is a financial professional with over 30 years of experience in the financial services industry. William is currently registered with Allstate Financial Services, LLC in Cincinnati, Ohio. William has held previous registrations with Smith Barney Inc. and Lehman Brothers Inc. William holds the Series 6, 7, and 63 securities licenses, as well as the SIE.
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
OH
03/17/2016 - Present
Allstate Financial Services, LLC (Cincinnati OH)
NA
07/31/1993 - 01/20/1995
SMITH BARNEY INC.
NA
09/10/1992 - 07/31/1993
LEHMAN BROTHERS INC.
IA
Issued 10/08/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/06/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/09/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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