William J. Reishman
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 Joseph Reishman III, who also goes by William Foole Heath, Will Reishman III, Will Reishman, William Joseph Reishman, was a registered financial professional .
William is a previously registered financial professional and started their career in finance in 1979. William had worked at 11 firms and has passed the Series 65, Series 63, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
April 11, 2011 - May 10, 2017
STRATEGIC FINANCIAL MANAGEMENT, INC.
October 17, 2008 - December 31, 2009
STRATEGIC FINANCIAL MANAGEMENT, INC.
September 26, 2008 - May 20, 2009
VISION BROKERAGE SERVICES, LLC
June 6, 2001 - October 6, 2008
A.G.P. / ALLIANCE GLOBAL PARTNERS
October 14, 1998 - July 27, 1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
March 2, 1998 - August 3, 1998
RBC CAPITAL MARKETS, LLC
July 17, 1992 - March 2, 1998
DAIN RAUSCHER INCORPORATED
March 20, 1989 - July 17, 1992
UBS FINANCIAL SERVICES INC.
July 25, 1986 - December 31, 1987
THE WINDMILL GROUP, INC.
April 11, 1985 - August 1, 1985
BLACKSTOCK & CO., INC.
August 30, 1984 - April 15, 1985
CRALIN & CO., INC.
November 23, 1979 - August 23, 1984
PRUDENTIAL EQUITY GROUP, LLC
State Registrations and Notice Filings
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Visual representation of state registrations
Exams
Current Firm
STRATEGIC FINANCIAL MANAGEMENT, INC.
CRD#: 148076 / SEC#: 801-69609
Contact information
Red Flags
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