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 Manegio is a financial professional with over 15 years of experience in the financial services industry. William has held positions at several prominent firms, including DWS Investments Distributors, Inc and Morgan Stanley DW Inc. Currently, William is registered with J.p. Morgan Institutional Investments Inc. William is licensed to provide investment advice in Connecticut, Massachusetts, and Rhode Island.
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.
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.
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2
NY
03/02/2011 - Present
J.p. Morgan Institutional Investments Inc. (New York NY)
IL
05/17/2006 - 01/31/2011
DWS INVESTMENTS DISTRIBUTORS, INC (CHICAGO IL)
NY
07/25/2005 - 03/21/2006
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 08/08/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 07/22/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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