Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Gresham Cooney is a financial professional with over 30 years of experience in the industry. Currently, William is an Investment Advisor Representative at Bestvest Investments, Ltd. Prior to joining Bestvest Investments, William worked at First Liberty Investment Group, Inc. and Janney Montgomery Scott Inc. William is a Series 7, 24, 53, 55, 63, 28, 4, 14, 57TO, 99TO, and SIE licensed professional. William is registered in 32 states. William specializes in providing financial planning and portfolio management services to individuals and high-net-worth individuals.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
PA
11/16/2001 - Present
Bestvest Investments, Ltd. (MEDIA PA)
PA
02/01/1994 - 08/29/2001
FIRST LIBERTY INVESTMENT GROUP, INC. (PHILADELPHIA PA)
PA
02/26/1987 - 04/19/1990
JANNEY MONTGOMERY SCOTT INC. (PHILADELPHIA PA)
BC
Issued 02/03/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 12/24/2002
Series 28 - Introducing Broker/Dealer Financial Operations Principal Examination
BC
Issued 07/12/1995
Series 53 - Municipal Securities Principal Examination
BC
Issued 09/08/1994
Series 4 - Registered Options Principal Examination
BC
Issued 05/10/1994
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/2003
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 01/31/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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