Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Eigen is a financial advisor currently affiliated with J.p. Morgan Institutional Investments Inc., a firm that offers investment advice and related services. William has been in the financial industry since May 4, 1998. William holds licenses including Series 3, 7, 24, and 63.
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
MA
09/01/2008 - Present
J.p. Morgan Institutional Investments Inc. (Boston MA)
RI
01/03/1996 - 12/15/2004
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
RI
08/17/1994 - 12/31/1995
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
BC
Issued 09/05/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/23/2009
Series 3 - National Commodity Futures Examination
BC
Issued 08/29/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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