Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam David Jarry is a financial advisor with over 13 years of experience in the industry. William has held previous roles at MBSC Securities Corporation, Sanford C. Bernstein & Co., LLC, and PCF Provident Capital Markets, Inc. William is currently registered with UBS Financial Services Inc., where he has been since November 2023. William holds Series 7, Series 66 and SIE licenses. William's clients include high-net-worth individuals, corporations and other businesses, individuals other than high-net-worth, charitable organizations, pension and profit-sharing plans, and insurance companies. William's area of expertise includes portfolio management for individuals and businesses, financial planning and pension consulting.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
MA
11/28/2023 - Present
UBS Financial Services Inc. (WELLESLEY MA)
MA
02/27/2015 - 12/31/2015
MBSC SECURITIES CORPORATION (BOSTON MA)
MA
06/07/2010 - 03/08/2013
SANFORD C. BERNSTEIN & CO., LLC (BOSTON MA)
MA
07/22/2005 - 11/09/2005
PCF PROVIDENT CAPITAL MARKETS, INC. (BOSTON MA)
BOTH
Issued 10/02/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/27/2023
Series 7TO - General Securities Representative Examination
BC
Issued 09/15/2023
SIE - Securities Industry Essentials Examination
BC
Issued 06/04/2010
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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