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. Wilson is a registered representative with Citigroup Global Markets Inc., located in New York, NY. William has over 28 years of experience in the financial services industry. William is a Series 7, Series 24, Series 63 and Series 79 licensed professional. William has been associated with Citigroup Global Markets Inc. since 2018. William has previously worked for HSBC Securities (USA) Inc., Citigroup Global Markets Inc., CIBC World Markets Corp., and Ladenburg, Thalmann & Co., Inc.
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.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
NY
06/14/2018 - Present
Citigroup Global Markets Inc. (NEW YORK NY)
NA
10/15/2004 - 01/20/2017
HSBC SECURITIES (USA) INC. (CENTRAL )
NY
11/09/2002 - 10/07/2004
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
01/10/1996 - 08/25/2000
CIBC WORLD MARKETS CORP. (NEW YORK NY)
NY
02/13/1990 - 01/16/1996
LADENBURG, THALMANN & CO., INC. (NEW YORK NY)
BC
Issued 02/23/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/07/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/13/2018
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 02/10/1990
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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