Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Montgomery is a financial professional with over 4 years of experience in the securities industry. William is currently registered with Susquehanna Securities, LLC and holds the Series 57TO and SIE licenses. William has been employed with Susquehanna Securities, LLC since June 26, 2019. Before joining Susquehanna Securities, LLC William was with SAL Equity Trading, GP from December 15, 2020 until October 10, 2022. William is located in New York, NY and is active in the brokerage community.
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.
1
2
NY
06/26/2019 - Present
Susquehanna Securities, LLC (New York NY)
PA
12/15/2020 - 10/10/2022
SAL EQUITY TRADING, GP (BALA CYNWYD PA)
BC
Issued 06/26/2019
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/2019
Series 57TO - Securities Trader Exam
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
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, 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
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