Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Franey is an Investment Advisor Representative registered with the state of New York. William is currently employed with The Wealth Alliance, LLC in Melville, NY. Prior to this role, William Franey worked with AmeriMerchant Holdings LLC dba Capify, Newtek Business Services Corp. William Franey is a financial professional who offers financial planning, pension consulting, and investment management services. William specializes in providing financial services to high-net-worth individuals, pension and profit-sharing plans, and corporations or other businesses.
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.
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.
A percentage of the total value of assets under management is charged.
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NY
04/16/2024 - Present
THE Wealth Alliance, LLC (MELVILLE NY)
NJ
10/01/2007 - 06/25/2010
NYFIX SECURITIES CORPORATION (HAZLET NJ)
NY
12/17/2009 - 01/04/2010
NYFIX MILLENNIUM, L.L.C. (NEW YORK NY)
NY
11/16/2006 - 12/15/2009
NYFIX MILLENNIUM, L.L.C. (NEW YORK NY)
NY
11/16/2006 - 10/01/2007
NYFIX TRANSACTION SERVICES, INC. (NEW YORK NY)
NY
07/17/2006 - 10/27/2006
LABRANCHE & CO. LLC (NEW YORK NY)
NY
03/29/2006 - 07/26/2006
COLLINS STEWART INC. (NEW YORK NY)
NY
03/29/2006 - 07/21/2006
COLLINS STEWART (SECURITIES) INC. (NEW YORK NY)
NJ
08/04/2005 - 07/19/2006
PREBON FINANCIAL PRODUCTS INC. (JERSEY CITY NJ)
NJ
08/04/2005 - 07/19/2006
PREBON SECURITIES (USA) INC. (JERSEY CITY NJ)
NJ
07/15/1998 - 07/19/2006
TULLETT LIBERTY BROKERAGE INC. (JERSEY CITY NJ)
NY
07/26/2000 - 07/18/2006
TULLETT LIBERTY SECURITIES INC. (NEW YORK NY)
NY
04/23/1996 - 10/17/1997
SHERWOOD SECURITIES CORP. (NEW YORK NY)
IA
Issued 04/16/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/20/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/18/1996
Series 27 - Financial and Operations Principal Examination
Active
Inactive
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