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 Housey is a financial professional with over 25 years of experience in the securities industry. William is currently registered with First Trust Advisors LP, a Wheaton, Illinois-based firm. Prior to his current role, William has held positions at several other firms, including INVESCO DISTRIBUTORS, INC. and VAN KAMPEN FUNDS INC. William holds a Series 7, Series 52, Series 63, Series 79TO, and SIE licenses. William's expertise includes a broad range of investment products and services including portfolio management for businesses, individuals, investment companies, and pooled investment vehicles.
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.
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.
Strategic management for diversified investment portfolios.
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.
Fixed fees per unit (uits) for portfolio supervisory services
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2
IL
05/27/2016 - Present
First Trust Advisors LP (WHEATON IL)
IL
06/01/2010 - 06/14/2010
INVESCO DISTRIBUTORS, INC. (OAKBROOK TERRACE IL)
IL
04/28/1999 - 06/01/2010
VAN KAMPEN FUNDS INC. (OAKBROOK TERRACE IL)
MI
12/18/1996 - 04/14/1999
OLDE DISCOUNT CORPORATION (DETROIT MI)
BC
Issued 11/04/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/26/1996
Series 7 - General Securities Representative Examination
BC
Issued 10/29/1996
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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