Unclaimed
William Fitzgerald Dodson is a financial advisor with over 10 years of experience in the financial industry. William currently works for Blackstone Securities Partners LP where William is registered as a broker and investment advisor representative in 53 states. William has a strong track record of success in helping clients achieve their financial goals. William has experience working with a variety of clients, including individuals, families, and businesses. Before Blackstone Securities Partners LP, William worked for VOYA INVESTMENTS DISTRIBUTOR, LLC, Cabot Lodge Securities LLC, Aspen Equity Partners, LLC and BNY Mellon Capital Markets, 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
OH
09/21/2021 - Present
Blackstone Securities Partners LP (Columbus OH)
NY
07/25/2016 - 08/25/2021
VOYA INVESTMENTS DISTRIBUTOR, LLC (New York NY)
NY
05/02/2014 - 11/06/2014
CABOT LODGE SECURITIES LLC (NEW YORK NY)
TX
07/26/2011 - 05/07/2012
ASPEN EQUITY PARTNERS, LLC (DALLAS TX)
NY
11/05/2010 - 08/02/2011
BNY MELLON CAPITAL MARKETS, LLC (NEW YORK NY)
BC
Issued 04/11/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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