Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam J Egan is a financial advisor currently working at Morgan Stanley. William has been a registered advisor for over 12 years. In addition to working at Morgan Stanley, William has also been employed by UBS Financial Services Inc. William has a Series 7 and Series 66 license, and has been registered to provide investment advice in 56 states and territories. William is specialized in a variety of investment products and services including asset allocation advice, financial planning, pension consulting, and educational seminars. William can provide investment advice to a wide range of clients, including individuals, businesses, investment companies, 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.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
FL
07/18/2022 - Present
Morgan Stanley (Palm Beach FL)
FL
04/22/2014 - 03/14/2022
MORGAN STANLEY (Palm Beach FL)
NY
03/19/2010 - 04/21/2014
UBS FINANCIAL SERVICES INC. (NEW YORK NY)
BOTH
Issued 12/17/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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