William R. Chetney
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 Robert Chetney, who also goes by Bill Chetney, was a registered financial professional .
William is a previously registered financial professional and started their career in finance in 1986. William had worked at 11 firms and has passed the Series 63, SIE, Series 3, Series 7 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
January 22, 2020 - November 8, 2024
FOUNDATIONAL RETIREMENT SOLUTIONS LLC
March 24, 2018 - December 31, 2019
FOUNDATIONAL RETIREMENT SOLUTIONS LLC
June 22, 2017 - December 31, 2017
FOUNDATIONAL RETIREMENT SOLUTIONS LLC
June 9, 2017 - September 15, 2017
TWD SECURITIES, LLC
July 28, 2014 - November 6, 2017
GLOBAL RETIREMENT PARTNERS LLC
November 30, 2010 - June 10, 2015
LPL FINANCIAL LLC
November 21, 2006 - November 30, 2010
NRP FINANCIAL, INC.
June 21, 2004 - November 22, 2006
FINANCIAL TELESIS INC
October 27, 2003 - June 2, 2004
STERLING FINANCIAL INVESTMENT GROUP, INC.
January 23, 1995 - May 22, 2003
VOYA FINANCIAL ADVISORS, INC.
May 1, 1993 - January 20, 1995
PRUDENTIAL RETIREMENT SERVICES, INC.
April 22, 1993 - May 1, 1993
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC
December 26, 1986 - February 16, 1994
GREEN HILL FINANCIAL SERVICE CORPORATION
State Registrations and Notice Filings
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Visual representation of state registrations
Exams
Current Firm
FOUNDATIONAL RETIREMENT SOLUTIONS LLC
CRD#: 288564 / SEC#: 801-114533
Contact information
Regulatory assets under management
| Total Number of Accounts | 25 |
| AUM (Assets Under Management) | $ 138,151,137 |
Red Flags
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