Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Ernest Frisco is a financial advisor registered with Morgan Stanley. William has over 40 years of experience in the financial services industry. Prior to joining Morgan Stanley, William worked at UBS Financial Services Inc. and Everen Securities, Inc. William is licensed to provide investment advice in a number of states. William specializes in providing investment advice to high-net-worth individuals, corporations, and charitable organizations. William is also a teacher at Rice University School of Continuing Studies.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
TX
06/01/2009 - Present
Morgan Stanley (Houston TX)
TX
03/27/2009 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (HOUSTON TX)
TX
06/25/1993 - 04/15/2009
UBS FINANCIAL SERVICES INC. (HOUSTON TX)
MO
09/04/1990 - 06/30/1993
EVEREN SECURITIES, INC. (ST. LOUIS MO)
NA
04/17/1990 - 09/04/1990
LOVETT UNDERWOOD NEUHAUS & WEBB, INC.
NY
02/15/1988 - 04/30/1990
SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)
NA
08/25/1987 - 02/15/1988
E. F. HUTTON & COMPANY INC
NA
03/02/1982 - 08/31/1987
ROTAN MOSLE INC.
IA
Issued 10/17/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/25/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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