Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam G. Bird is a seasoned financial professional with over 25 years of experience in the industry. Currently, William is registered with Oppenheimer & Co. Inc. and is licensed to provide financial services in New York. William has previously held positions at a number of other firms including COWEN AND COMPANY, FBR CAPITAL MARKETS & CO., LAZARD CAPITAL MARKETS LLC, MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, CITIGROUP GLOBAL MARKETS INC., and SALOMON BROTHERS INC. William holds several securities licenses including Series 7, Series 24, and Series 87. William is also a licensed securities agent in the state of New York.
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.
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
NY
10/06/2023 - Present
Oppenheimer & Co. Inc. (NEW YORK NY)
NY
07/08/2020 - 10/09/2023
COWEN AND COMPANY (NEW YORK NY)
NY
10/18/2013 - 04/20/2016
FBR CAPITAL MARKETS & CO. (NEW YORK NY)
NY
12/01/2010 - 10/17/2013
LAZARD CAPITAL MARKETS LLC (NEW YORK NY)
NY
08/11/2009 - 10/12/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
06/05/1997 - 09/17/2007
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
11/28/1997 - 09/01/1998
SALOMON BROTHERS INC. (NEW YORK NY)
NY
09/11/1993 - 05/16/1997
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 08/06/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/01/2024
Series 24 - General Securities Principal Examination
BC
Issued 02/25/2005
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 08/30/1993
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure William Bird is the right advisor for you? Invested Better is here to help.
