Unclaimed
William Condley is a financial advisor currently registered with Fifth Third Securities, Inc. William has worked in the industry since 2009 and is registered in all 50 states and the District of Columbia. William has experience with a variety of financial products and services. Prior to joining Fifth Third Securities, William worked for several other firms including BOFA SECURITIES, INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, GLOBAL HUNTER SECURITIES, LLC, SG AMERICAS SECURITIES, LLC, and BANC OF AMERICA SECURITIES LLC.
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.
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.
Sponsor wrap fee program
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.
1
2
TX
10/09/2019 - Present
Fifth Third Securities, Inc. (Houston TX)
TX
05/10/2019 - 07/05/2019
BOFA SECURITIES, INC. (HOUSTON TX)
TX
11/23/2012 - 05/10/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HOUSTON TX)
TX
01/10/2012 - 08/23/2012
GLOBAL HUNTER SECURITIES, LLC (HOUSTON TX)
TX
03/29/2011 - 01/11/2012
SG AMERICAS SECURITIES, LLC (HOUSTON TX)
NY
01/15/2008 - 02/06/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
TX
12/21/2005 - 11/06/2007
BANC OF AMERICA SECURITIES LLC (HOUSTON TX)
BC
Issued 7/11/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/28/2011
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 12/20/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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