Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Walsh is a financial advisor with Farmers Financial Solutions, LLC. William is licensed to sell securities in California. William has been in the securities industry since 1997. William holds the Series 6, Series 26, and Series 63 licenses. William is based in Carlsbad, CA.
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.
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2
CA
11/15/2000 - Present
Farmers Financial Solutions, LLC (CARLSBAD CA)
CA
08/12/1997 - 12/31/1998
TOWER SQUARE SECURITIES, INC. (EL SEGUNDO CA)
GA
01/03/1996 - 08/06/1997
ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)
CA
02/10/1994 - 06/15/1994
WESTPLAN INVESTMENTS (IRVINE CA)
NY
12/17/1993 - 02/16/1994
USLIFE EQUITY SALES CORP. (NEW YORK NY)
BC
Issued 01/12/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/21/2004
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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