William Kardos, financial advisor Pittsburgh PA
73 score

William Kardos

CRD Number: 6005025
Current Firm: Mutual Of Omaha Investor Services, Inc.

William Kardos (CRD# 6005025) is an Investment Advisor Representative working at Mutual Of Omaha Investor Services, Inc. in Pittsburgh, PA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Mutual Of Omaha Investor Services, Inc. Omaha, NE Dec 2011 - Current 5
Mutual Of Omaha Seven Fields, PA Feb 2009 - Current 7
Aspen Dental Tarentum, PA May 2008 - Jan 2009 < 1
Allcare Dental Greensburg, PA Jul 2006 - May 2008 1
William Kardos Dmd Apollo, PA Aug 1987 - Jul 2006 18
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2012
S65 NASAA Investment Advisors Law Examination Jun 2013
Disclosure Information

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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for William P. Kardos
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
73
Verified Page
Data verified by both the advisor and the public regulatory data.

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