Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Howard Braun is a financial advisor with over 20 years of experience in the industry. He currently works with IBN Financial Services, Inc. in Liverpool, NY. William has a broad range of experience and is registered to provide securities and investment advisory services in several states. He has also passed several securities exams, including the Series 6, Series 7, Series 63, and Series 65, which allows him to provide a comprehensive suite of financial products and services to his clients. He has held previous positions with reputable firms like Merrill Lynch, Pierce, Fenner & Smith Incorporated and Edward Jones. William specializes in providing investment advisory services to individuals, businesses, and charitable organizations.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Selection and monitoring fees
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2
NY
03/05/2012 - Present
IBN Financial Services, Inc. (LIVERPOOL NY)
NY
10/23/2009 - 03/06/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SYRACUSE NY)
NY
08/01/2008 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (SYRACUSE NY)
NY
07/27/2004 - 08/07/2008
EDWARD JONES (BALDWINSVILLE NY)
GA
01/22/2004 - 07/19/2004
WORLD GROUP SECURITIES, INC. (DULUTH GA)
GA
11/10/2003 - 12/31/2003
WORLD GROUP SECURITIES, INC. (DULUTH GA)
IA
Issued 01/13/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/15/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/2004
Series 7 - General Securities Representative Examination
BC
Issued 11/08/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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