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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Morrison is a financial advisor registered with B. Riley Wealth Advisors, Inc. and has been in the industry since October 26, 1986. William has experience at several firms including National Securities Corporation, Oppenheimer & Co. Inc., Stifel, Nicolaus & Company, Incorporated, and Ryan Beck & Co. William specializes in providing financial planning, pension consulting, educational seminars, and portfolio management for businesses and individuals. William is also a licensed insurance agent with B. Riley Wealth Insurance. William is registered in 15 states and the District of Columbia, including California, Colorado, Connecticut, Florida, Idaho, Illinois, Michigan, New Hampshire, New Jersey, North Carolina, Rhode Island, South Carolina, Vermont, West Virginia, and the District of Columbia.
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.
A percentage of the total value of assets under management is charged.
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2
IL
07/02/2019 - Present
B. Riley Wealth Advisors, Inc. (OAKBROOK TERRACE IL)
IL
07/31/2015 - 07/22/2022
NATIONAL SECURITIES CORPORATION (OAKBROOK TERRACE IL)
IL
09/07/2012 - 08/07/2015
OPPENHEIMER & CO. INC. (CHICAGO IL)
IL
04/24/2007 - 09/12/2012
STIFEL, NICOLAUS & COMPANY, INCORPORATED (CHICAGO IL)
IL
04/29/2002 - 04/24/2007
RYAN BECK & CO. (CHICAGO IL)
NY
04/09/1992 - 05/17/2002
GRUNTAL & CO., L.L.C. (NEW YORK NY)
NY
03/28/1989 - 03/25/1992
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
05/06/1988 - 03/13/1989
TALLEY, MCNEIL & TORMEY, INC.
NA
01/13/1987 - 05/12/1988
VALUE EQUITIES CORPORATION
NA
09/29/1986 - 01/16/1987
BARABAN SECURITIES, INC.
IA
Issued 09/26/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/01/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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