Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Barron Kerkam is a financial advisor with Deloitte Corporate Finance LLC in CHARLOTTE, NC. William has been in the financial services industry since May 2, 2000 and has been registered with the firm since March 15, 2016. Previously, William was employed by MATRIX PRIVATE EQUITIES, INC., SCOTT & STRINGFELLOW, INC., and DAVENPORT & COMPANY LLC. William has a Series 7, Series 63, Series 79, and SIE license. William is licensed in all 50 states and the District of Columbia.
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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NC
03/15/2016 - Present
Deloitte Corporate Finance LLC (CHARLOTTE NC)
VA
06/27/2002 - 02/15/2012
MATRIX PRIVATE EQUITIES, INC. (RICHMOND VA)
VA
09/22/1999 - 05/06/2002
SCOTT & STRINGFELLOW, INC. (RICHMOND VA)
VA
01/17/1996 - 08/24/1999
DAVENPORT & COMPANY LLC (RICHMOND VA)
BC
Issued 01/19/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/13/2016
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 12/15/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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