Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam B Ames is a financial advisor with AMG Distributors, Inc. located in Stamford, CT. William has been in the industry since 2013 and holds Series 66, SIE, Series 7, and Series 6TO licenses. William previously worked for State Street Global Advisors Funds Distributors, LLC, UBS Asset Management (US) Inc., and Morgan Stanley. William is registered in Connecticut and Massachusetts.
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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CT
05/28/2021 - Present
AMG Distributors, Inc. (STAMFORD CT)
MA
09/14/2018 - 09/18/2019
STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC (Boston MA)
NY
11/30/2016 - 06/22/2018
UBS ASSET MANAGEMENT (US) INC. (NEW YORK NY)
NY
10/30/2013 - 11/17/2016
MORGAN STANLEY (NEW YORK NY)
BOTH
Issued 12/27/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/30/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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