Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Anawaty is a financial advisor at Stuart Portfolio Consultants, LP. William has been in the financial industry since 2011 and holds the Series 7, Series 63, and SIE licenses. William has previously worked at Gallatin Capital LLC, Fairview Securities, Inc., and Pickwick Capital Partners, LLC. William is registered with the state of New York.
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.
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.
1
2
NY
07/16/2018 - Present
Stuart Portfolio Consultants, LP (NEW YORK NY)
NY
11/19/2013 - 03/15/2022
GALLATIN CAPITAL LLC (NEW YORK NY)
CT
10/04/2012 - 12/10/2014
FAIRVIEW SECURITIES, INC. (WESTPORT CT)
CT
08/11/2009 - 02/15/2011
FAIRVIEW SECURITIES, INC. (WESTPORT CT)
NY
05/13/2009 - 07/17/2009
PICKWICK CAPITAL PARTNERS, LLC (WHITE PLAINS NY)
BC
Issued 10/22/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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