Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Francis Curley is a financial advisor who has been in the industry since 2018. William is currently registered with Stephens. William has previously worked at Natixis Distribution, LLC, J.P. Morgan Institutional Investments Inc., and Fidelity Brokerage Services LLC. William is licensed to provide financial advice in 31 states and is currently registered with FINRA.
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.
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.
1
2
MA
11/02/2023 - Present
Stephens (BOSTON MA)
MA
08/24/2022 - 11/06/2023
NATIXIS DISTRIBUTION, LLC (BOSTON MA)
IL
06/27/2018 - 08/03/2021
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (CHICAGO IL)
NH
04/14/2017 - 06/07/2018
FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)
BOTH
Issued 02/08/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/12/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/2017
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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