Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Deitz Mroz is a financial advisor at Moelis & Co. LLC. William has been in the industry since 2015 and has a Series 7, Series 79, and Series 63 license. William is registered in California. Previously William worked at CREDIT SUISSE SECURITIES (USA) 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.
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.
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CA
04/27/2017 - Present
Moelis & Co. LLC (SAN FRANCISCO CA)
CA
08/10/2015 - 04/24/2017
CREDIT SUISSE SECURITIES (USA) LLC (San Francisco CA)
BC
Issued 05/06/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/14/2017
Series 7 - General Securities Representative Examination
BC
Issued 08/10/2015
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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