William PeartreeCRD Number: 1789980
Current Firm: Mma Securities LLC
William Peartree (CRD# 1789980) is an Investment Advisor Representative working at Mma Securities LLC in San Diego, CA and has over 20 years of experience in the finance industry.
Park Avenue Securities LLC
Nautilus Advisors LLC
O'reilly Wealth Advisors
|Mmc Securities Corp.||San Diego, CA||Aug 2014 - Current||3|
|Sagepoint Financial, Inc.||Phoenix, AZ||Jan 2009 - Current||9|
|Spectrum Capital, LLC||Omaha, NE||May 2013 - Feb 2014||< 1|
|Barney & Barney Financial Services, LLC||San Diego, CA||Oct 2009 - Feb 2014||4|
|Aig Financial Advisors, Inc.||Phoenix, AZ||Oct 2005 - Jan 2009||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1997|
|S65||NASAA Investment Advisors Law Examination||Sep 1998|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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