Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Harold Corley is a registered representative with 1st Discount Brokerage, Inc. and has been in the industry since 1985. William has experience working with high-net-worth individuals, corporations, pension plans, and charitable organizations. William has a diverse range of experience in the financial services industry and holds a variety of licenses and certifications, including Series 7, 24, 31, 52, 53, 55, 57, 63, 65, 79, 99, and SIE. William also provides financial planning and portfolio management services to clients.
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.
Digital advisory service
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.
A percentage of the total value of assets under management is charged.
1
2
FL
06/25/2012 - Present
1ST Discount Brokerage, Inc. (LAKE WORTH FL)
FL
12/05/2000 - 04/03/2001
LAMPOST CAPITAL, L.C. (BOCA RATON FL)
NC
07/18/1995 - 02/15/1996
CAPITAL INVESTMENT GROUP, INC. (RALEIGH NC)
NY
12/07/1994 - 07/25/1995
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NY
01/27/1993 - 12/14/1994
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MO
08/23/1990 - 02/01/1993
CORPORATE SECURITIES GROUP, INC. (ST. LOUIS MO)
NA
12/22/1987 - 01/14/1991
SAMARAH AND COMPANY
NA
06/12/1989 - 08/31/1990
GLOBAL AMERICA INCORPORATED
NA
11/04/1988 - 06/16/1989
PALM BEACH FINANCIAL, INC.
NA
02/25/1986 - 01/04/1988
INVESTACORP, INC.
NA
01/29/1986 - 03/10/1986
GREAT LAKES EQUITIES CO.
NA
03/04/1985 - 02/03/1986
THOMAS JAMES ASSOCIATES, INC.
IA
Issued 01/28/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/03/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/06/1995
Series 4 - Registered Options Principal Examination
BC
Issued 10/05/1988
Series 53 - Municipal Securities Principal Examination
BC
Issued 11/20/1987
Series 27 - Financial and Operations Principal Examination
BC
Issued 03/21/1986
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/28/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 11/29/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 02/16/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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