William J. Tavenner
Professional summary
William James Tavenner SR is a registered financial professional currently at THE TAVENNER COMPANY located in Brecksville, Ohio.
William is registered as a RR (Registered Representative) and started their career in finance in 1990. William has worked at 1 firm and has passed the Series 66, Series 63, Series 7TO, Series 99TO, SIE, Series 7, Series 14, Series 51 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view William James Tavenner SR's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 26, 1990 - Present
THE TAVENNER COMPANY
Office #2: 4910 Old Mechanicsburg Rd., Springfield, OH 45502Office #3: 4910 Old Mechanicsburg Rd., Springfield, OH 45502State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(7/21/2000)
(9/20/2013)
(1/4/1993)
(3/29/2000)
Exams
Series 7TO
Date: 1/2/2023
General Securities Representative ExaminationSeries 99TO
Date: 1/2/2023
Operations Professional ExaminationFINRA
Current Firm
THE TAVENNER COMPANY
CRD#: 18004 / SEC#: , 8-41206
Contact information
FINRA licenses (24 States and Territories)
Red Flags
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