Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Wilson is a Financial Advisor with SP Securities LLC in Houston, Texas. William began working in the financial industry in 1997 and has been with SP Securities since 2004. William holds Series 7, 24, 27, 63, 79TO, 99TO and SIE licenses. William is also registered in Alabama, California, Colorado, Louisiana, Massachusetts, New Jersey, New York, North Carolina, Ohio, Texas, and Washington.
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
TX
08/04/2004 - Present
SP Securities LLC (HOUSTON TX)
NA
11/19/1985 - 12/24/1992
LEHMAN BROTHERS INC.
BC
Issued 03/30/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 10/11/2005
Series 27 - Financial and Operations Principal Examination
BC
Issued 04/19/2004
Series 24 - General Securities Principal 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 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/22/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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