William J. Folan
Professional summary
William Joseph Folan, who also goes by Bill Folan, is a registered financial advisor currently at EXECUTIVE SERVICES SECURITIES, LLC located in Atlanta, Georgia.
William is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1988. William has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view William Joseph Folan's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view William Joseph Folan's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 7, 2010 - Present
EXECUTIVE SERVICES SECURITIES, LLC
Office #1: 3445 Peachtree Road Ne, Suite 200, Atlanta, GA 30326Office #2: 3445 Peachtree Road Ne Suite 200, Atlanta, GA 30326-1156January 30, 2002 - Present
EXECUTIVE SERVICES SECURITIES, LLC
Office #1: 3445 Peachtree Road Ne, Suite 200, Atlanta, GA 30326Office #2: 3445 Peachtree Road Ne Suite 200, Atlanta, GA 30326-1156August 14, 1998 - December 5, 2001
GOLDMAN SACHS & CO. LLC
June 12, 1990 - August 19, 1998
EXECUTIVE SERVICES SECURITIES, LLC
October 6, 1988 - July 31, 1989
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
October 6, 1988 - July 31, 1989
EQUITABLE ADVISORS, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(1/30/2002)
(1/31/2006)
(1/30/2002)
(10/9/2003)
(5/21/2002)
(5/21/2002)
(1/30/2002)
(1/30/2002)
(4/7/2010)
(1/30/2002)
(7/15/2002)
(1/31/2006)
(8/23/2004)
(1/24/2003)
(5/21/2002)
(11/20/2002)
(1/31/2006)
(5/21/2002)
(1/30/2002)
(9/27/2002)
(5/21/2002)
(1/30/2002)
(1/31/2006)
(1/30/2002)
(1/30/2002)
(5/22/2002)
(1/30/2002)
(1/30/2002)
(8/17/2004)
(2/25/2008)
(8/17/2004)
(1/31/2006)
(1/31/2006)
(1/31/2006)
(1/31/2006)
(1/31/2006)
Exams
FINRA
Current Firm
EXECUTIVE SERVICES SECURITIES, LLC
CRD#: 25299 / SEC#: , 8-41649
Contact information
FINRA licenses (49 States and Territories)
Red Flags
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