Bill Reynolds has more than 30 years of experience in the insurance and financial services industry and is an investment adviser representative of Equity Services, Inc. Bill holds a Masters in Financial Services (MSFS) and is a Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®) and Certified Funds Specialist (CFS). He holds the Series 24, 7, and 63 securities registrations and is a registered representative and offers securities through, Equity Services, Inc. - Member FINRA/SIPC.
Over the years, I have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. I believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets my undivided attention—from planning to execution to follow-up. I take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Bill is securities licensed in CA, CO, AZ, OR.
Insurance licensed in AZ, CA, CO, MNN, NV, OR, TN, TX, FL.
