Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Freilich is a financial professional with over 20 years of experience in the financial services industry. William currently works as a registered representative at J.P. Morgan Securities LLC, a large brokerage firm with a wide range of financial products and services. William has held previous roles at J.P. Morgan Clearing Corp. and Bear, Stearns & Co. Inc. William is licensed to sell securities and is a registered principal. William holds the Series 7 and Series 14 licenses. William is based in Brooklyn, New York.
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
NY
05/17/2013 - Present
J.p. Morgan Securities LLC (BROOKLYN NY)
NY
01/02/2004 - 10/01/2016
J.P. MORGAN CLEARING CORP. (BROOKLYN NY)
NY
02/10/2005 - 09/16/2008
BEAR, STEARNS & CO. INC. (BROOKLYN NY)
NY
11/04/1993 - 11/17/1995
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
BC
Issued 12/22/2003
Series 14 - Compliance Officer Examination
BC
Issued 11/03/1993
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
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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