Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam George Weston is a financial advisor with over 14 years of experience in the financial services industry. He currently holds the Series 7 and Series 66 licenses and is registered with Stonehaven, LLC. Prior to joining Stonehaven, LLC, William was registered with Precision Securities, LLC, J.P. Morgan Securities LLC, Financial America Securities, Inc. and McDonald Investments Inc. William has experience in various financial services roles, including investment advising and securities trading.
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
01/19/2018 - Present
Stonehaven, LLC (NEW YORK NY)
CA
04/11/2017 - 02/09/2018
PRECISION SECURITIES, LLC (DEL MAR CA)
OH
07/17/2009 - 02/14/2014
J.P. MORGAN SECURITIES LLC (CLEVELAND OH)
OH
01/27/2009 - 08/21/2009
FINANCIAL AMERICA SECURITIES, INC. (CLEVELAND OH)
OH
07/04/2005 - 02/21/2007
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
BOTH
Issued 09/01/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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