Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Fleming Conger is an investment advisor representative with Simon Quick Advisors, LLC. William has been in the securities industry since 1977, and has a Series 7, Series 31, and Series 63 license. William is registered with the state of New Jersey as an Investment Advisor Representative. William also has experience with RBC Capital Markets Corporation, Tucker Anthony Incorporated, Gibraltar Securities Co., E.A. Moos & Co. L.P., Morgan Stanley & Co., Incorporated, and Paine, Webber, Jackson & Curtis Incorporated. William's areas of specialization include portfolio management for individuals, businesses, and pooled investment vehicles, as well as financial planning, pension consulting, and selection of other advisers.
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.
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.
Third party managed asset program
1
2
NJ
06/16/2022 - Present
Simon Quick Advisors, LLC (MORRISTOWN NJ)
NJ
03/09/2002 - 09/12/2008
RBC CAPITAL MARKETS CORPORATION (FLORHAM PARK NJ)
MA
09/01/1999 - 03/09/2002
TUCKER ANTHONY INCORPORATED (BOSTON MA)
NJ
02/11/1998 - 09/01/1999
GIBRALTAR SECURITIES CO. (FLORHAM PARK NJ)
NJ
03/22/1990 - 01/20/1998
E.A. MOOS & CO. L.P. (SUMMIT NJ)
NA
07/17/1978 - 04/14/1988
MORGAN STANLEY & CO., INCORPORATED
NA
08/04/1978 - 02/27/1980
MORGAN STANLEY & CO., INCORPORATED
NA
06/01/1977 - 12/06/1978
PAINE, WEBBER, JACKSON & CURTIS INCORPORATED
IA
Issued 05/07/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/05/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/22/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 06/15/1982
Series 5 - Interest Rate Options Examination
BC
Issued 05/21/1977
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure William Conger is the right advisor for you? Invested Better is here to help.
