Unclaimed
William Tyler Hinman is a financial advisor with Equity Services, Inc. William has been in the industry since 1997 and is registered in several states including Vermont, New York, Florida, Maine, New Hampshire, New Jersey, Rhode Island, South Carolina, Tennessee, Texas and Washington. William is a registered representative and investment advisor representative and holds several licenses including Series 7, 6, 63, 66, 24, 99TO, and SIE. William's areas of expertise include financial planning, pension consulting, and portfolio management for individuals. William also offers educational seminars to clients.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
VT
08/08/2002 - Present
Equity Services, Inc. (COLCHESTER VT)
BOTH
Issued 05/06/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/01/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/21/2006
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/22/2000
Series 7 - General Securities Representative Examination
BC
Issued 02/13/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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