William B. Biles
Professional summary
William B Biles is a registered financial professional 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.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view William B Biles's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 30, 2018 - Present
AMERICAN VETERANS GROUP, PBC
Office #1: 324 S. Service Road Suite 107, Melville, NY 11747Office #2: 324 S. Service Road Suite 107, Melville, NY 11747State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(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)
(1/29/2019)
(6/7/2019)
Exams
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationFINRA
Current Firm
AMERICAN VETERANS GROUP, PBC
CRD#: 291933 / SEC#: , 8-70063
Contact information
FINRA licenses (13 States and Territories)
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.
