Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Atkinson Lobb ii has been in the financial industry since February 4, 1978. William is currently registered with Morgan Stanley. William has been registered with Morgan Stanley since July 1, 2014. Before Morgan Stanley, William worked at Oppenheimer & Co. Inc., CIBC World Markets Corp., E. F. Hutton & Company Inc, Merrill Lynch, Pierce, Fenner & Smith Incorporated and Johnston, Lemon & Co. Incorporated. William has a wide range of experience in the financial industry, including working as a registered representative, general securities principal, municipal securities principal, and registered options principal. William is also a member of the Southeastern Horticultural Society.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Asset allocation advice
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
GA
03/19/2020 - Present
Morgan Stanley (Atlanta GA)
GA
10/21/2003 - 07/01/2014
OPPENHEIMER & CO. INC. (ATLANTA GA)
NY
01/03/2003 - 10/16/2003
OPPENHEIMER & CO. INC. (NEW YORK NY)
NY
12/02/1985 - 01/03/2003
CIBC WORLD MARKETS CORP. (NEW YORK NY)
NA
11/18/1983 - 12/03/1985
E. F. HUTTON & COMPANY INC
NA
02/06/1979 - 12/05/1983
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NA
02/01/1978 - 02/09/1979
JOHNSTON, LEMON & CO. INCORPORATED
IA
Issued 10/15/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/24/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/14/1998
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/24/1986
Series 24 - General Securities Principal Examination
BC
Issued 01/01/1984
Series 12 - NYSE Branch Manager Examination
BC
Issued 09/15/1980
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/1984
Series 3 - National Commodity Futures Examination
BC
Issued 10/20/1981
Series 5 - Interest Rate Options Examination
BC
Issued 01/21/1978
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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