Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Henry Propper III has been in the financial services industry since 1996 and is currently registered with Concourse Financial Group Securities, Inc. William Henry Propper III provides financial services and investment advice to individual and institutional clients. He has a wide range of experience in the industry, including experience with insurance, annuity products, life settlements, and brokerage. William Henry Propper III holds multiple licenses, including Series 7, Series 6, Series 63, Series 24 and Series 65. William Henry Propper III is also a Supervisory Principal (OSJ) for Concourse Financial Group Securities, Inc.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
TX
03/24/1997 - Present
Concourse Financial Group Securities, Inc. (Sugar Land TX)
TX
06/27/2013 - 02/19/2019
3 MARK EQUITIES, INC. (SUGAR LAND TX)
IA
Issued 12/21/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/21/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/26/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/25/1999
Series 7 - General Securities Representative Examination
BC
Issued 04/26/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure William Propper is the right advisor for you? Invested Better is here to help.
