Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Zix is a financial advisor with Robinhood Financial, LLC, registered with the Securities and Exchange Commission (SEC) and FINRA. William has been active in the industry for over 2 years and has over 53 state licenses to serve clients across the United States. William specializes in providing financial advice and investment services to individuals and families. He has a strong understanding of the financial markets and is committed to helping his clients achieve their financial goals.
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
FL
02/29/2024 - Present
Robinhood Financial, LLC (Lake Mary FL)
CO
10/31/2023 - 01/24/2024
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (DENVER CO)
CO
09/12/2023 - 10/04/2023
AXOS CLEARING LLC (CENTENNIAL CO)
CO
01/20/2022 - 05/25/2022
CHARLES SCHWAB & CO., INC. (Lone Tree CO)
BC
Issued 02/11/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/20/2022
Series 7TO - General Securities Representative Examination
BC
Issued 11/23/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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