Bill possesses over 20 years of experience in the financial services industry. Bill’s strong financial background includes a Master’s degree in Business Management and a designation as an Accredited Asset Management Specialist℠. Bill is dedicated to providing sound financial guidance to Kinecta members. He accomplishes this by helping members develop a financial plan through education and understanding. Bill guides his clients through decisions regarding retirement, tax-advantage investing and estate planning. He looks forward to providing you with outstanding customer service and working with you in pursuing your financial goals.
Bill holds the following registrations through LPL Financial: Series 7 and 63
Bill is registered for Securities in the following states: AZ, CA, CO, FL, GA, HI, ID, MD, NC, NV, NY, OR, SC, TX, WA
Sales Assistant Francesca Basa firstname.lastname@example.org Phone: 805.685.3748
Check the background of this investment professional on FINRA’s BrokerCheck.