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William James Chetney

FOUNDATIONAL RETIREMENT SOLUTIONS LLC·CARLSBAD, California
SIE, Series 6, Series 7, Series 63Clean recordFOUNDATIONAL RETIREMENT SOLUTIONS LLC
5973 AVENIDA ENCINAS, CARLSBAD, CA 92008CRD# 6080583Firm CRD# 288564

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
William James Chetney · CARLSBAD, CA
Registration
CRD #6080583 · FOUNDATIONAL RETIREMENT SOLUTIONS LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
FOUNDATIONAL RETIREMENT SOLUTIONS LLC
CRD 288564 · SEC 801-114533
AUM
$138M
Regulatory assets under management
Employees
2
25 client accounts
Services offered by FOUNDATIONAL RETIREMENT SOLUTIONS LLC
Per Form ADV
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Pension & Retirement Plans
View all advisors at FOUNDATIONAL RETIREMENT SOLUTIONS LLC →
Introduction

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Frequently Asked Questions

What services does William James Chetney offer?
William James Chetney specializes in Retirement Planning, Wealth Management. Contact their office in CARLSBAD, California for a consultation.
What are William James Chetney's credentials?
William James Chetney is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William James Chetney located?
William James Chetney is based in CARLSBAD, California, working with FOUNDATIONAL RETIREMENT SOLUTIONS LLC. Their office serves clients in the CARLSBAD metropolitan area and surrounding communities.
How does William James Chetney charge for services?
William James Chetney's firm is compensated through other: fees embedded in frs cits.. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FOUNDATIONAL RETIREMENT SOLUTIONS LLC?
FOUNDATIONAL RETIREMENT SOLUTIONS LLC has approximately 2 employees and manages $138M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at FOUNDATIONAL RETIREMENT SOLUTIONS LLC

William Robert Chetney
CARLSBAD, CA
James Michael Owen
CARLSBAD, CA
Amy Elizabeth Glynn
CARLSBAD, CA
Jeffrey David Kayajanian
CARLSBAD, CA

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Research
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