William Unrein
Professional summary
William Unrein JR, who also goes by William (nmn) Unrein Jr, William Unrein, is a registered financial advisor currently at SKYLINE ADVISORS, INC. located in Bellingham, Washington.
William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. William has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 31 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view William Unrein JR's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 5, 2015 - Present
SKYLINE ADVISORS, INC.
Office #1: 405 32nd Street Suite 201, Bellingham, WA 98225August 10, 2012 - October 1, 2015
FAIRHAVEN FINANCIAL ADVISORS, INC.
August 10, 2012 - December 31, 2015
PURSHE KAPLAN STERLING INVESTMENTS
June 1, 2009 - August 16, 2012
MORGAN STANLEY
June 1, 2009 - August 16, 2012
MORGAN STANLEY
May 30, 1997 - June 1, 2009
CITIGROUP GLOBAL MARKETS INC.
July 24, 1996 - June 1, 2009
CITIGROUP GLOBAL MARKETS INC.
Primary Firm SEC Registration
SKYLINE ADVISORS, INC.
CRD#: 188511 / SEC#: 801-94175
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/5/2015)
Exams
Current Firm
SKYLINE ADVISORS, INC.
CRD#: 188511 / SEC#: 801-94175
Contact information
SEC notice filing (3 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,196 |
| AUM (Assets Under Management) | $ 335,344,034 |
Red Flags
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