Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Boyd Drewry is a financial professional with over 20 years of experience in the securities industry. William is currently registered with Rockefeller Financial LLC and holds several licenses and designations. William has previously held positions at several firms, including Truist Securities, Inc., BA Securities, LLC, Pursuit Merchant Securities LLC, RBC Capital Markets, LLC, UBS Securities LLC, Credit Suisse Securities (USA) LLC, Donaldson, Lufkin & Jenrette Securities Corporation and PaineWebber Incorporated.
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.
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.
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.
A percentage of the total value of assets under management is charged.
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2
TX
10/10/2022 - Present
Rockefeller Financial LLC (Houston TX)
GA
06/03/2020 - 07/11/2022
TRUIST SECURITIES, INC. (ATLANTA GA)
PA
02/22/2019 - 05/28/2020
BA SECURITIES, LLC (W. CONSHOHOCKEN PA)
NY
06/29/2016 - 02/22/2019
PURSUIT MERCHANT SECURITIES LLC (New York NY)
PA
09/29/2015 - 07/07/2016
BA SECURITIES, LLC (W. CONSHOHOCKEN PA)
NY
02/08/2012 - 05/13/2015
RBC CAPITAL MARKETS, LLC (NEW YORK NY)
GA
07/26/2007 - 12/23/2008
UBS SECURITIES LLC (ATLANTA GA)
GA
10/10/2000 - 06/01/2007
CREDIT SUISSE SECURITIES (USA) LLC (ATLANTA GA)
NJ
10/08/1998 - 10/10/2000
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
NJ
03/17/1995 - 10/21/1998
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
BC
Issued 11/03/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/28/2016
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/07/2012
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 01/24/2005
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 01/14/2005
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 03/16/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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