Unclaimed
William Francis Van scoyoc is a financial advisor currently associated with Morgan Stanley. William has over 25 years of experience in the financial services industry. William has been registered with the Securities and Exchange Commission since 1995 and is licensed to sell securities in 53 states and the District of Columbia. William is also a registered investment advisor in Illinois and Texas. William offers a range of financial services, including investment advisory services, financial planning, and asset allocation advice. William is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
See schedule d miscellaneous
1
2
FL
04/02/2020 - Present
Morgan Stanley (Fort Lauderdale FL)
NY
09/08/2010 - 11/18/2010
UBS FINANCIAL SERVICES INC. (NEW YORK NY)
NY
06/01/2009 - 09/21/2010
MORGAN STANLEY SMITH BARNEY (NEW YORK NY)
NY
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (NEW YORK NY)
NY
11/01/1999 - 04/02/2007
MORGAN STANLEY DW INC. (NEW YORK NY)
NJ
10/15/1999 - 11/10/1999
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
12/15/1995 - 10/29/1999
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 06/18/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/16/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/10/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/20/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/27/1997
Series 3 - National Commodity Futures Examination
BC
Issued 01/19/1996
Series 31 - Futures Managed Funds Examination
BC
Issued 12/14/1995
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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