Unclaimed
William Daniel Belhumeur is a registered representative of Yosemite Execution Partners Inc. and has been in the financial industry for over 20 years. William holds the Series 7, 24, 31, 63, 79TO, 99TO, and SIE licenses. William has been registered with Yosemite Execution Partners Inc. since January 26, 2015. Prior to that, William was registered with INTER SECURITIES LTD.
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
CA
01/26/2015 - Present
Yosemite Execution Partners Inc. (LAFAYETTE CA)
CA
07/10/2002 - 01/02/2015
INTER SECURITIES LTD. (SAN FRANCISCO CA)
BC
Issued 07/11/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/05/2002
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/09/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 07/09/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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