William R. Muench
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
William Randall Muench, who also goes by Bill Muench, was a registered financial professional .
William is a previously registered financial professional and started their career in finance in 1985. William had worked at 13 firms and has passed the Series 65, Series 63, Series 7, Series 27 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
March 25, 2014 - June 25, 2018
APERIO WEALTH MANAGEMENT, LLC
June 13, 2012 - August 28, 2013
APERIO WEALTH MANAGEMENT, LLC
June 27, 2006 - November 30, 2010
CREATIVE FINANCIAL DESIGNS, INC.
June 12, 2006 - November 30, 2010
CFD INVESTMENTS, INC.
April 25, 2005 - November 28, 2005
OSAIC FS, INC.
March 9, 2005 - November 28, 2005
OSAIC FS, INC.
September 13, 2001 - December 8, 2004
QA3 FINANCIAL CORP.
June 13, 2000 - August 29, 2001
1ST GLOBAL CAPITAL CORP.
September 25, 1995 - December 31, 1998
ZACHARY JACKSON SECURITIES, LP
July 6, 1993 - March 11, 1994
OSAIC WEALTH, INC.
July 3, 1991 - July 12, 1993
GUARDIAN INVESTOR SERVICES LLC
May 24, 1990 - March 22, 1991
1717 CAPITAL MANAGEMENT COMPANY
September 10, 1986 - June 14, 1990
INVESTACORP, INC.
August 6, 1985 - September 26, 1986
INTEGRATED RESOURCES EQUITY CORPORATION
May 23, 1985 - August 14, 1985
PFS INVESTMENTS INC.
State Registrations and Notice Filings
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Exams
Current Firm
APERIO WEALTH MANAGEMENT, LLC
CRD#: 160824 / SEC#:
Contact information
Red Flags
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