William Beran is an investment adviser representative (IAR) with state registration records since 2017, appearing at 3 firms. Currently registered with UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER.
| Firm | From | To | Current |
|---|---|---|---|
| UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER | 2021-08-12 | present | Yes |
| USA FINANCIAL SECURITIES LLC | 2019-08-01 | 2021-07-22 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2017-03-08 | 2019-07-02 | — |