William J. Heestand
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 John Heestand, who also goes by Bil Heestand, was a registered financial professional .
William is a previously registered financial professional and started their career in finance in 1988. William had worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 6 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
January 4, 2011 - December 7, 2016
FINANCIAL ADVOCATES ADVISORY SERVICES
November 30, 2010 - December 31, 2016
LPL FINANCIAL LLC
November 30, 2010 - December 31, 2016
LPL FINANCIAL LLC
January 31, 2008 - November 30, 2010
NRP ADVISORS, INC.
April 23, 2007 - December 31, 2007
NRP FINANCIAL, INC.
April 23, 2007 - November 30, 2010
NRP FINANCIAL, INC.
April 29, 2005 - April 23, 2007
FINANCIAL TELESIS INC
April 7, 2005 - April 23, 2007
FINANCIAL TELESIS INC
June 8, 2000 - April 13, 2005
AMERITAS INVESTMENT COMPANY, LLC
December 9, 1988 - July 5, 2000
ROBERT W. BAIRD & CO. INCORPORATED
October 27, 1988 - July 7, 2000
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
State Registrations and Notice Filings
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Visual representation of state registrations
Exams
Current Firm
FINANCIAL ADVOCATES ADVISORY SERVICES
CRD#: 147786 / SEC#: 801-110695
Contact information
Red Flags
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