Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Edward Flatley is a financial advisor based in West Conshohocken, PA. William is registered with Ba Securities, LLC, and holds a Series 79, Series 79TO, Series 63 and SIE licenses. William has over 3 years of experience in the financial industry and is currently an active Registered Representative in Pennsylvania and New York. Previously, William was a financial advisor at MAGV Securities, INC., and Petsky Prunier 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.
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.
1
2
PA
04/11/2024 - Present
BA Securities, LLC (W. CONSHOHOCKEN PA)
NJ
07/15/2021 - 04/09/2024
MAGV SECURITIES, INC. (JERSEY CITY NJ)
NY
06/02/2017 - 01/10/2018
PETSKY PRUNIER SECURITIES, LLC (NEW YORK NY)
BC
Issued 11/02/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/15/2021
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/10/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/2017
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
Not sure William Flatley is the right advisor for you? Invested Better is here to help.
