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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Christopher Holley-moise is an investment advisor representative at United Capital Financial Advisors, LLC. William Christopher Holley-moise has been in the industry for 16 years and holds the Series 6, 7, 63 and 66 licenses. William Christopher Holley-moise has previously worked at Goldman Sachs & Co. LLC and J.P. Morgan Securities LLC. William Christopher Holley-moise is registered in Illinois and has a special focus on serving individuals, high-net-worth individuals, businesses, corporations, pension and profit-sharing plans, and charitable organizations.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Sub-adviser for other investment advisers
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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TX
09/01/2021 - Present
United Capital Financial Advisors (IRVING TX)
IL
09/01/2021 - 11/16/2023
GOLDMAN SACHS & CO. LLC (CHICAGO IL)
IL
07/22/2016 - 09/16/2019
J.P. MORGAN SECURITIES LLC (Chicago IL)
IN
10/01/2012 - 12/31/2013
J.P. MORGAN SECURITIES LLC (GARY IN)
IN
08/15/2007 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (GARY IN)
BOTH
Issued 09/01/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/27/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/2016
Series 7 - General Securities Representative Examination
BC
Issued 08/14/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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