Unclaimed Profile

William Edward Mais

CHARTIST INC·LONG BEACH, California

Series 2, Series 63, Series 65Clean record29 years registeredCHARTIST INC

6621 E. PACIFIC COAST HWY. #240, LONG BEACH, CA 90803CRD# 2635998Firm CRD# 105072

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

William Edward Mais · LONG BEACH, CA

Registration

CRD #2635998 · CHARTIST INC · 29 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CHARTIST INC

THE CHARTIST

Jul 1997 – Jan 2024

LONG BEACH, CA

Registrations & Exams

FINRA examinations passed

Series 2

Series 63

Series 65

Registration record

First registered · July 8, 1997

Years registered · 29

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CHARTIST INC

CRD 105072 · SEC 801-11714

AUM

$185M

Regulatory assets under management

Employees

471 client accounts

Services offered by CHARTIST INC

Per Form ADV

Portfolio management (individuals)

Market timing services

Client types served by the firm

Per Form ADV

Individuals

View all advisors at CHARTIST INC →

Introduction

Speak with William

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if William is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in LONG BEACH?

Browse all registered financial advisors in LONG BEACH, California or claim this profile if it's yours.

Browse LONG BEACH Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does William Edward Mais offer?

William Edward Mais specializes in Investment Management.

What are William Edward Mais's credentials?

William Edward Mais is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is William Edward Mais located?

William Edward Mais is based in LONG BEACH, California, last registered with CHARTIST INC.

How does William Edward Mais charge for services?

William Edward Mais's firm is compensated through percentage of aum, fixed fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CHARTIST INC?

CHARTIST INC has approximately 3 employees and manages $185M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →