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. Liebowitz is a financial advisor with over 30 years of experience in the financial services industry. William has a proven track record of providing personalized financial advice and investment management services to a wide range of clients, including individuals, families, businesses, and institutions. He is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc., where he provides a variety of services including investment advisory, portfolio management, and financial planning. William has previously held positions at UBS Financial Services Inc., Citigroup Global Markets Inc., Lehman Brothers Inc., and Smith Barney, Harris Upham & Co., Incorporated. He is a Series 7, Series 63, and Series 65 licensed financial advisor and holds a SIE designation. William is committed to providing his clients with the highest level of service and expertise.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
FL
07/19/2011 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (JUPITER FL)
FL
02/02/2007 - 07/27/2011
UBS FINANCIAL SERVICES INC. (PALM BEACH GARDENS FL)
FL
07/31/1993 - 02/07/2007
CITIGROUP GLOBAL MARKETS INC. (STUART FL)
NY
06/25/1990 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
04/11/1990 - 06/25/1990
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED (NEW YORK NY)
NA
08/22/1989 - 10/26/1989
BLINDER, ROBINSON & CO., INC.
IA
Issued 07/13/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/02/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/1989
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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