Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Anthony Cirocco is a financial advisor with over 29 years of experience in the industry. William is currently registered with UBS Asset Management (us) Inc., where William has been employed since May 1, 2024. Prior to that, William was employed with CREDIT SUISSE SECURITIES (USA) LLC from December 16, 1994 to May 1, 2024. William holds a Series 63, Series 7, Series 24, and SIE licenses and is currently registered in Connecticut, Florida, Illinois, New Jersey, New York, and Texas.
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.
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NY
05/01/2024 - Present
UBS Asset Management (us) Inc. (New York NY)
NY
12/16/1994 - 05/01/2024
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
BC
Issued 03/08/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/19/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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