Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Bullock is a registered representative of J.p. Morgan Securities LLC in Georgia and Texas. William is a securities professional with experience in the financial services industry. William has passed the Series 7, Series 63, and Series 66 exams and is currently licensed to provide securities advice and services in multiple states. William's prior experience includes roles at E*TRADE SECURITIES LLC, Uber, Mindbody, Pyramid Consulting, and Urban Pie. William also has experience as a rideshare driver. William is also registered as an Investment Advisor Representative in Georgia and Texas. William has been providing financial services for a total of 6 years and is dedicated to providing clients with personalized financial advice and services.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
GA
11/21/2022 - Present
J.p. Morgan Securities LLC (Atlanta GA)
GA
09/24/2021 - 08/02/2022
E*TRADE SECURITIES LLC (ALPHARETTA GA)
BOTH
Issued 09/12/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/08/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/24/2021
Series 7TO - General Securities Representative Examination
BC
Issued 07/15/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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