Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Condley is a financial professional with over 10 years of experience in the securities industry. William has held positions at several reputable firms including Merrill Lynch, Pierce, Fenner & Smith Incorporated, BOFA SECURITIES, INC., and Fifth Third Securities, Inc. William is a Series 7, Series 63, Series 79, and SIE licensed professional. William is currently registered with Fifth Third Securities, Inc. and is licensed to provide financial advice in 52 states. William specializes in portfolio management for individuals and businesses. William also provides financial planning and selection of other advisors.
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.
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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 07/11/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/2011
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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