Unclaimed
William G. Eady is a financial professional with over 14 years of experience in the industry. William is currently registered with BNY Mellon Securities Corp. Prior to joining BNY Mellon Securities Corp, William worked at J.P. MORGAN SECURITIES LLC and J.P. MORGAN SECURITIES INC. William holds the Series 63, Series 7 and SIE licenses. William is registered in Florida. William specializes in Portfolio Management for Businesses, Portfolio Management for Individuals. William is an active member of the industry and is committed to providing his clients with the highest level of service and expertise.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Bnymsc sponsors a wrap fee program, and serves as a portfolio mgr or model provider to third party wrap program sponsors.
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.
1
2
NY
06/26/2024 - Present
BNY Mellon Securities Corp. (NEW YORK NY)
FL
10/01/2008 - 08/10/2022
J.P. MORGAN SECURITIES LLC (Palm Beach FL)
NY
09/09/2008 - 10/01/2008
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
BC
Issued 09/10/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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