Will S. Beutelschies
Professional summary
Will Samuel Beutelschies, who also goes by Will Samuel Bentelschies, is a registered financial professional currently at BROADRIDGE BUSINESS PROCESS OUTSOURCING, LLC located in Denver, Colorado.
Will is registered as a RR (Registered Representative) and started their career in finance in 2005. Will has worked at 3 firms and has passed the Series 66, SIE, Series 7, Series 11 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Will Samuel Beutelschies's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 2, 2002 - Present
BROADRIDGE BUSINESS PROCESS OUTSOURCING, LLC
Office #1: 717 17th Street, Ste 1300, Denver, CO 80202Office #2: 300 Executive Drive Suite 1, Edgewood, NY 11717-8382January 27, 2009 - April 5, 2012
PRIMA CAPITAL MANAGEMENT, INC.
July 25, 2005 - April 3, 2012
MG ADVISORY SERVICES, 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
(1/4/2002)
Exams
Series 11
Date: 10/3/2001
Assistant Representative-Order Processing Qualification ExamFINRA
Current Firm
BROADRIDGE BUSINESS PROCESS OUTSOURCING, LLC
CRD#: 114212 / SEC#: , 8-53412
Contact information
FINRA licenses (6 States and Territories)
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| BROADRIDGE BPO HOLDING LLC | SOLE MEMBER | |
| ALEXANDER, MICHAEL JAY | CEO/PRESIDENT/ MANAGER ON THE BOARD OF MANAGERS | 1428753 |
| BEUTELSCHIES, WILL SAMUEL | DIRECTOR OF COMPLIANCE: AMLCO | 2779204 |
| CASS, ALBERT JOHN LLL | VICE PRESIDENT | 2182652 |
| DEONIER, CHRISTIAN WILLIAM | SENIOR VICE PRESIDENT | 2829240 |
| GIACALONE, THOMAS A. | PRINCIPAL OPERATING OFFICER / MANAGER ON THE BOARD OF MANAGERS | 2873774 |
| JUHL, SVETLANA | MANAGER ON THE BOARD OF MANAGERS | 6154375 |
| PERRY, CHRISTOPHER JOHN | MANAGER ON THE BOARD OF MANAGERS | 1841603 |
| PORT, JAMES EDWARD | CHIEF COMPLIANCE OFFICER | 2366427 |
| SAX, CHARLES EDMOND | CHIEF FINANCIAL OFFICER / VP / TREASURER / FINOP | 1821188 |
Red Flags
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