Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Kostizak is an active financial advisor based in Seattle, Washington. William has been in the industry since 2006 and is currently registered with J.P. Morgan Securities LLC. William is a dedicated and experienced advisor who is committed to providing clients with the highest quality service. William's expertise is in providing services such as financial planning, pension consulting, and portfolio management for both businesses and individuals.
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
WA
04/01/2013 - Present
J.p. Morgan Securities LLC (SEATTLE WA)
WA
10/03/2006 - 01/05/2007
MORGAN STANLEY DW INC. (BELLEVUE WA)
BC
Issued 05/03/2013
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 12/05/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/21/2018
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/2013
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 03/29/2013
Series 52 - Municipal Securities Representative Examination
BC
Issued 10/02/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
NYSE National, Inc.
N
New York Stock Exchange
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