William Kessler (CRD# 1645594) is an Investment Advisor Representative working at Founders Financial Securities, LLC in Athol, MA and has over 35 years of experience in the finance industry.
CRD# 7047829
Edward Jones
CRD# 2160557
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2355947
Capital Analysts
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Founders Financial Securities, LLC | Timonium, MD | Nov 2006 - Current | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1988 |
| S65 | NASAA Investment Advisors Law Examination | Jul 1999 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- LA
- MA
- NH
- TX
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Total Assets Under Management2,909MILLIONS
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Total Number of Accounts18,269ACCOUNTS
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Average Account Value$159,230
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