Unclaimed
Bryant Paul Williams is a financial professional with over a decade of experience in the financial services industry. Bryant has worked at notable firms such as Morgan Stanley & Co. LLC and DBO PARTNERS LLC, gaining valuable experience in the field. Currently, Bryant is registered with Piper Sandler & Co. and holds a Series 63, Series 7 and Series 79 license. Bryant has a proven track record of success and is committed to providing clients with personalized financial advice and guidance.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Analytical reports/public finance consulting program
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
10/17/2022 - Present
Piper Sandler & Co. (Burlingame CA)
CA
08/07/2012 - 10/28/2022
DBO PARTNERS LLC (SAN FRANCISCO CA)
CA
08/16/2010 - 07/24/2012
MORGAN STANLEY & CO. LLC (SAN FRANCISCO CA)
BC
Issued 01/04/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2013
Series 7 - General Securities Representative Examination
BC
Issued 08/14/2010
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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