Unclaimed
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.
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
CA
01/23/2008 - Present
Jonestrading (Solana Beach CA)
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
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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