William Naas
Professional summary
William Naas, who also goes by William Nichol Naas, William Naas, is a registered financial professional currently at MEEDER DISTRIBUTION SERVICES, INC. located in Dublin, Ohio.
William is registered as a RR (Registered Representative) and started their career in finance in 2012. William has worked at 5 firms and has passed the Series 63, Series 6TO, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view William Naas's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 14, 2024 - Present
MEEDER DISTRIBUTION SERVICES, INC.
Office #1: 6125 Memorial Drive, Dublin, OH 43017-9767October 14, 2019 - October 15, 2021
TRANSAMERICA CAPITAL, LLC
August 3, 2018 - August 21, 2019
THE LEADERS GROUP, INC.
April 21, 2014 - April 13, 2018
JACKSON NATIONAL LIFE DISTRIBUTORS LLC
August 29, 2012 - April 24, 2014
PRUCO SECURITIES, 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
Exams
Series 6TO
Date: 2/13/2024
Investment Company Products/Variable Contracts Representative ExaminationFINRA
Current Firm
MEEDER DISTRIBUTION SERVICES, INC.
CRD#: 36773 / SEC#: , 8-47374
Contact information
FINRA licenses (53 States and Territories)
Documents
Disclosures
| Regulatory Event | 1 |
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.
