Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Epstein is a financial advisor with Lincoln International LLC. William has been in the industry since 1994 and has a diverse background in investment banking and financial services. William holds the Series 7, Series 2, Series 63, Series 79TO, and SIE licenses and is registered in California, Georgia, Illinois, New York, and Texas.
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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2
CA
05/20/2024 - Present
Lincoln International LLC (LOS ANGELES CA)
CA
05/17/2005 - 06/07/2007
NAVIGANT CAPITAL ADVISORS, LLC (LOS ANGELES CA)
CA
12/15/1997 - 04/14/2005
HOULIHAN, LOKEY, HOWARD & ZUKIN CAPITAL (LOS ANGELES CA)
BC
Issued 01/26/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/20/2024
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 12/21/2023
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/1997
Series 7 - General Securities Representative Examination
BC
Issued 11/04/1994
Series 2 - Non-Member General Securities Examination
Active
Inactive
F
FINRA
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