Unclaimed
William Alguire is a financial advisor based in Houston, Texas. William has been in the financial industry since 2007 and currently holds a Series 7, Series 24, Series 63, and Series 79TO license. William is currently affiliated with Perella Weinberg Partners LP and previously worked at Tudor, Pickering, Holt & Co. Securities, LLC and Tudor Pickering Holt & Co Advisors LP.
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.
1
2
TX
01/04/2021 - Present
Perella Weinberg Partners LP (Houston TX)
TX
03/07/2012 - 01/04/2021
TUDOR PICKERING HOLT & CO ADVISORS LP (HOUSTON TX)
NY
09/18/2007 - 11/11/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 12/04/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/26/2018
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 09/17/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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