Claim Profile
Unclaimed Profile
WT

William Jr Taki

FEDERATED INTERNATIONAL SECURITIES CORP.·PITTSBURGH, Pennsylvania
SIE, Series 3, Series 7, Series 24, Series 27, Series 63, Series 65, Series 99TOClean record9 years registeredFEDERATED INTERNATIONAL SECURITIES CORP.
FEDERATED INVESTORS TOWER, PITTSBURGH, PA 15222-3779CRD# 1072600Firm CRD# 290173

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
William Jr Taki · PITTSBURGH, PA
Registration
CRD #1072600 · FEDERATED INTERNATIONAL SECURITIES CORP. · 9 years registered
Brand Profile
Not yet started
01

Career History

No current investment adviser registration
Last registered firm: FEDERATED INTERNATIONAL SECURITIES CORP.
ICAPITAL ADVISORS
Jun 2021Apr 2023
Glenview, IL
Jun 2018Jul 2019
Wilmette, IL
FEDERATED GLOBAL INVESTMENT MANAGEMENT CORP.
Jul 2017Jul 2019
New York, NY
May 2017Jul 2019
Boston, MA
FEDERATED INVESTMENT COUNSELING
May 2017Jul 2019
Pittsburgh, PA
May 2017Apr 2019
Glenview, IL
02

Registrations & Exams

FINRA examinations passed
SIE
Series 3
Series 7
Series 24
Series 27
Series 63
Series 65
Series 99TO
Registration record
First registered · May 19, 2017
Years registered · 9
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
FEDERATED INTERNATIONAL SECURITIES CORP.
CRD 290173 · SEC 801-111953
Employees
4
Total firm employees
Services offered by FEDERATED INTERNATIONAL SECURITIES CORP.
Per Form ADV
Charitable organization or education services
Other
Client types served by the firm
Per Form ADV
Nonprofits & Foundations
Introduction

Speak with William Jr

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

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

Looking for a financial advisor in PITTSBURGH?

Browse all registered financial advisors in PITTSBURGH, Pennsylvania or claim this profile if it's yours.

05

Frequently Asked Questions

What services does William Jr Taki offer?
William Jr Taki is a registered financial advisor in PITTSBURGH, Pennsylvania.
What are William Jr Taki's credentials?
William Jr Taki is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Jr Taki located?
William Jr Taki is based in PITTSBURGH, Pennsylvania, last registered with FEDERATED INTERNATIONAL SECURITIES CORP..
How does William Jr Taki charge for services?
William Jr Taki's firm is compensated through other: inter-company credit based on agreed upon metric. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FEDERATED INTERNATIONAL SECURITIES CORP.?
FEDERATED INTERNATIONAL SECURITIES CORP. has approximately 4 employees. 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 →