Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Allen Stroope is a financial advisor with over 20 years of experience in the industry. William is currently registered with J.P. Morgan Securities LLC. William has worked for several firms in the past including AMEGY INVESTMENTS, INC., CHASE INVESTMENT SERVICES CORP., J.P. MORGAN SECURITIES OF TEXAS, INC., and J.P. MORGAN SECURITIES INC.. William is licensed to provide financial services in all 50 states. William's areas of specialization include: retirement planning, mutual funds, fixed income, equities, and options.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
TX
05/03/2010 - Present
J.p. Morgan Securities LLC (Dallas TX)
TX
07/19/2006 - 05/14/2009
AMEGY INVESTMENTS, INC. (DALLAS TX)
IL
11/16/2001 - 08/26/2004
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
TX
07/05/2001 - 06/07/2002
J.P. MORGAN SECURITIES OF TEXAS, INC. (HOUSTON TX)
NY
11/01/2000 - 06/29/2001
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
BC
Issued 05/12/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/13/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/17/2000
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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