Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Claude Theriault is a financial advisor with over 25 years of experience in the financial services industry. William is a registered representative with Voya Investment Management Co. LLC and holds the Series 7, Series 63 and Series 65 licenses. William specializes in working with insurance companies, investment companies, charitable organizations, banking or thrift institutions, and individuals. William has been with Voya Investment Management Co. LLC since 2012. Previously, William held positions at MORGAN STANLEY SMITH BARNEY, CITIGROUP GLOBAL MARKETS INC., and LEGG MASON INVESTOR SERVICES, LLC. William is a Chartered Financial Analyst.
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.
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.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NY
05/10/2021 - Present
Voya Investment Management Co. LLC (NEW YORK NY)
NY
06/01/2009 - 08/08/2012
MORGAN STANLEY SMITH BARNEY (PURCHASE NY)
NY
04/01/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
CT
12/01/2005 - 04/09/2008
LEGG MASON INVESTOR SERVICES, LLC (STAMFORD CT)
NY
11/15/1996 - 12/01/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
BC
Issued 12/19/1997
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 01/24/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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