Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Catucci is a financial professional with over 5 years of experience in the industry. He has a broad range of knowledge and expertise, holding licenses for Series 7, Series 63, Series 66, and Series 79TO. William is currently registered with Clear Street LLC, and has previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated. William is a highly experienced professional who is dedicated to providing his clients with the best possible service.
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
NY
07/29/2024 - Present
Clear Street LLC (NEW YORK NY)
NY
10/26/2017 - 11/05/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 04/08/2024
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 12/21/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/29/2024
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/19/2024
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure William Catucci is the right advisor for you? Invested Better is here to help.
