William B Biles
Professional Summary
William B Biles is a registered financial advisor currently at AMERICAN VETERANS GROUP, PBC located in Melville, New York. William is registered as a RR (Registered Representative) and started their career in finance in 2018. William has worked at 1 firm and has passed the Series 63, Series 99TO, SIE, Series 52, Series 7, Series 53, Series 27 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
8 years in the financial services industry
Current & Past Employments
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Current Firm
AMERICAN VETERANS GROUP, PBC
Contact Information
Main Address
324 S. Service Road Suite 107, Melville, NY 11747Mailing Address
324 S. Service Road Suite 107, Melville, NY 11747Phone Number
(646) 933-8387Established
Delaware since 10/20/2017Firm Type
CorporationFiscal Year End
SeptemberFirm Size
SmallFINRA licenses (15 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
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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.
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State Registrations and Notice Filings
(9/5/2018)
(9/25/2018)
(9/13/2018)
(10/19/2018)
(9/5/2018)
(2/11/2020)
(1/3/2019)
(9/10/2018)
(9/4/2018)
(1/15/2026)
(1/29/2019)
(6/7/2019)
(1/15/2026)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view William B Biles's CRS (Customer Relationship Summary).
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