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William F Wechsler

Pickwick Capital Partners, LLC

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About William F Wechsler

William F Wechsler is a financial advisor with Pickwick Capital Partners, LLC. William joined Pickwick Capital Partners, LLC in December 2017. William has been working in the securities industry since February 2017. Previously William worked at Academy Securities, Inc. in New York, NY. William holds Series 7, Series 63, and SIE licenses. William is registered in New York and the District of Columbia.

Firm Information

William Wechsler is currently registered with Pickwick Capital Partners, LLC. Pickwick Capital Partners, LLC is a Limited Liability Company formed in August 2007. The firm is registered with the SEC and 43 states.

Not reported

Assets Under Management

Not reported

Total Clients

107

Total Financial Advisors

Services Offered

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.

Fee Structure

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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William Wechsler’s Registration & Firm History

NY

12/08/2017 - Present

Pickwick Capital Partners, LLC (WHITE PLAINS NY)

NY

02/16/2017 - 12/11/2017

ACADEMY SECURITIES, INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 02/22/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/07/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for William F Wechsler.
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