Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Jenkins is a registered representative with Newedge Advisors. William Jenkins is a veteran of the financial industry with over 23 years of experience. William Jenkins is a highly experienced investment professional with a proven track record of success in the industry. William Jenkins holds Series 6, 7, 63, 65, 14 and 24 licenses. William Jenkins has also passed the SIE Exam and the Series 79TO, 99TO exams. William Jenkins specializes in investment banking, operations and financial planning. William Jenkins has held positions at PNC Investments, J.J.B. HILLIARD, W.L. LYONS, INC., PNC BROKERAGE CORP and PRUCO SECURITIES CORPORATION. William Jenkins is currently a registered representative and compliance officer for Newedge Advisors.
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.
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
PA
11/01/2021 - Present
Newedge Advisors (Pittsburg PA)
PA
01/06/2004 - 05/30/2008
PNC INVESTMENTS (PITTSBURGH PA)
KY
06/01/2002 - 01/06/2004
J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)
PA
03/19/2001 - 06/01/2002
PNC BROKERAGE CORP (PITTSBURGH PA)
NJ
02/09/1998 - 07/19/1999
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 05/01/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/02/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 10/11/2008
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/13/2001
Series 7 - General Securities Representative Examination
BC
Issued 02/06/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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