Williams Financial Services Corporation
H. Beck, Inc. – is a full-service securities broker-dealer, licensed in all 50 states and is a member of FINRA/SIPC.  Kevin Williams is a registered representative and investment adviser representative of H. Beck, Inc., and Kevin Williams offers securities and investment advisory services through that firm.  However, H. Beck, Inc. is unaffiliated with Williams Financial Services Corporation.  WFSC currently has individuals licensed to offer securities in the states of AZ, CA, CO, DC, FL, MD, NC, NY, PA, SC, and VA and insurance products in the states of AZ, FL, MD, PA, and VA. 

Broadridge’s Investigo – is a web-based system that integrates a broad range of functions including data aggregation, reporting, CRM, regulatory compliance and online document management into a single platform.  This unprecedented combination of portfolio management, enterprise-wide data consolidation, performance reporting, and regulatory compliance tools are powered by the Investigo Data Model (IDM). Kevin Williams utilizes this system to enable clients to obtain information regarding their accounts online and through the firm’s client portal on the website.

Insurance – Kevin maintains relationships with various independent insurance brokers, depending on the type of insurance and need.

CPAConnect – is the leading national association for small CPA firms and a companion association to CPAmerica International.  As a CPAConnect member firm, Williams Financial Services Corporation remains independent, while at the same time, sharing resources and leveraging the expertise of regional, national and international CPAs and consultants to better serve clients.

 
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4000 Mitchellville Road, Suite, B226 Bowie, Maryland 20716 | p: 301.805.5538 | f: 301.805.0124 | info@kqwcpas.com
Securities & Investment Advisory Offered Through H. Beck, Inc., Member FINRA, SIPC | Williams Financial Services Corporation and H. Beck, Inc. are unaffiliated. H. Beck, Inc does not offer tax/accounting services. Williams Financial Services Corporation currently has individuals licensed to offer securities in the states of AZ, CA, CO, DC, FL, MD, NC, NY, PA, SC, and VA and insurance products in the states of AZ, FL, MD, PA, and VA.  This is not an offer to sell or solicit securities in any other state or jurisdiction.   However, if you reside in a state other than a state listed, please inform us.  Proper licensing must be obtained before advice is offered.
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