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William E. Pickard

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CRD#: 363024
WP

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 Earl Pickard was a registered financial professional .

William is a previously registered financial professional and started their career in finance in 1969. William had worked at 4 firms and has passed the Series 63, Series 22, Series 1 and Series 00 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

January 16, 1982 - January 26, 1982

WINDSOR REYNOLDS SECURITIES, INC.

BD
CRD#: 6456
Past

March 9, 1981 - January 14, 1982

AMERICAN PACIFIC SECURITIES CORPORATION

BD
CRD#: 5003
Past

March 10, 1972 - April 17, 1975

DAVIS SECURITIES CORPORATION

BD
CRD#: 4253
Past

November 11, 1969 - July 18, 1973

REEF SECURITIES, INC.

BD
CRD#: 4303

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 2/6/1982
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 1
Date: 4/5/1968
Registered Representative Examination
Principal/Supervisory Exam
RR
Series 00
Date: 10/4/1969
General Securities Principal Examination

Current Firm


WR
WINDSOR REYNOLDS SECURITIES, INC.
ABEL-BEHNKE CORPORATION | WINDSOR REYNOLDS SECURITIES, INC.

CRD#: 6456 / SEC#: , 8-17379

BD
Cancelled by SEC on 06/19/1996
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Contact information


Main Address
Mailing Address
Phone number
Established
Hawaii since 03/27/1963
Firm type
Corporation
Fiscal year end
September
# of Employees

Documents


Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


WINDSOR REYNOLDS SECURITIES, INC.

CRD#: 6456

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