Unclaimed
William Fryer is a financial professional with over 35 years of experience in the industry. William has held various roles at prominent financial institutions, including J.P. Morgan Securities Inc., Donaldson, Lufkin & Jenrette Securities Corporation, and First Interregional Equity Corp. Currently, William works at J.p. Morgan Securities LLC. William holds several professional licenses, including Series 7, Series 54FN, and Series 79TO. He also holds the SIE certification.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NY
10/01/2008 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
NY
05/01/2001 - 10/01/2008
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
08/11/1994 - 05/01/2001
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NJ
09/26/1989 - 01/25/1994
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
NA
10/28/1988 - 05/31/1989
FIRST INTERREGIONAL EQUITY CORP.
NA
05/21/1985 - 10/01/1988
EGAN, MARRIN & RUBANO, INC.
BC
Issued 06/21/1986
Series 54FN - Municipal Securities Financial and Operations Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/1985
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
Nasdaq BX, Inc.
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
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