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William Tanner Kirsch

Jonestrading

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About William Tanner Kirsch

William Tanner Kirsch is a financial advisor at Jonestrading with over 15 years of experience in the industry. William has a strong background in securities trading and has held various positions throughout their career. William has a broad range of experience with different investment products and strategies. William holds the Series 7, Series 24, Series 55, and Series 57TO licenses and is registered with the Financial Industry Regulatory Authority (FINRA). William is also registered with the states of Arizona, California, Colorado, Connecticut, Florida, Illinois, Kansas, Massachusetts, Missouri, New Jersey, New Mexico, New York, Pennsylvania, South Carolina, Texas, and Virginia.

Firm Information

William Kirsch is currently registered with Jonestrading. Jonestrading is a Limited Liability Company formed in August 2001. The firm is registered in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. Jonestrading has been approved for SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

108

Total Financial Advisors

Services Offered

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.

Fee Structure

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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William Kirsch’s Registration & Firm History

CA

01/23/2008 - Present

Jonestrading (Solana Beach CA)

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Licenses & Designations

BC

Issued 02/13/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/21/2018

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 57TO - Securities Trader Exam

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/03/2008

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 01/22/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for William Tanner Kirsch.
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