Unclaimed
William Milam is a financial advisor with over 14 years of experience in the financial services industry. William currently works for Morgan Stanley & Co. LLC in New York, NY and is registered with FINRA. William has passed the Series 7, Series 79, and Securities Industry Essentials (SIE) exams. William has experience in investment banking. William previously worked for Morgan Stanley & Co. Incorporated in New York, NY.
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.
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2
NY
01/14/2016 - Present
Morgan Stanley & Co. LLC (New York NY)
NY
08/29/2008 - 02/17/2010
MORGAN STANLEY & CO. INCORPORATED (NEW YORK NY)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/14/2016
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 08/28/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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