Unclaimed
William Ernest Pickens is a financial advisor with over 30 years of experience in the financial services industry. William is currently registered as an Investment Advisor Representative with Gerber/taylor Management LLC in Memphis, TN. William has previously held positions at FIDUCIARY SECURITIES CORP., TOTAL RESOURCES, INC., FURMAN SELZ MAGER DIETZ & BIRNEY INCORPORATED, and E. F. HUTTON & COMPANY INC. William is a Series 3, 4, 7, 24, 63, and 65 licensed professional. William specializes in providing financial advice and portfolio management services to corporations, high net worth individuals, charitable organizations, and pooled investment vehicles. William has worked with Gerber/taylor Associates LLC since 1990 and continues to work with Gerber/taylor Management 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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
TN
12/14/2022 - Present
Gerber/taylor Management LLC (MEMPHIS TN)
NA
04/24/1990 - 10/08/1996
FIDUCIARY SECURITIES CORP.
NY
06/22/1989 - 03/26/1990
TOTAL RESOURCES, INC. (NEW YORK NY)
NY
02/09/1988 - 03/21/1990
FURMAN SELZ MAGER DIETZ & BIRNEY INCORPORATED (NEW YORK NY)
NA
05/13/1987 - 02/10/1988
E. F. HUTTON & COMPANY INC
IA
Issued 07/13/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/13/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/27/1994
Series 24 - General Securities Principal Examination
BC
Issued 05/25/1990
Series 4 - Registered Options Principal Examination
BC
Issued 05/21/1987
Series 3 - National Commodity Futures Examination
BC
Issued 04/25/1987
Series 7 - General Securities Representative Examination
Active
Inactive
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