Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Brennan Smith is a financial professional with over 25 years of experience in the industry. William is currently registered with Perella Weinberg Partners LP and has held previous positions with Tudor Pickering Holt & Co Advisors LP, Citigroup Global Markets Inc. and Salomon Brothers Inc. William has a strong track record of success in the financial services industry. William is a dedicated professional who is committed to providing clients with the highest level of service and advice.
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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2
IL
01/04/2018 - Present
Perella Weinberg Partners LP (Chicago IL)
IL
03/06/2020 - 01/20/2021
TUDOR PICKERING HOLT & CO ADVISORS LP (CHICAGO IL)
IL
12/03/1997 - 01/18/2018
CITIGROUP GLOBAL MARKETS INC. (CHICAGO IL)
NY
09/28/1995 - 09/01/1998
SALOMON BROTHERS INC. (NEW YORK NY)
BC
Issued 10/06/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/25/2005
Series 24 - General Securities Principal 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 09/27/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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