Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam James Fitzgerald is a financial professional with over a decade of experience in the industry. William is currently registered with Mizuho Securities USA LLC and has previously worked at J.P. Morgan Securities LLC and Evercore Group L.L.C. William holds a Series 79 license, which enables him to assist clients with investment banking services, and a Series 63 license. William is also a registered representative in all 50 states and Puerto Rico.
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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TX
07/18/2022 - Present
Mizuho Securities USA LLC (HOUSTON TX)
TX
08/11/2017 - 06/25/2022
J.P. MORGAN SECURITIES LLC (HOUSTON TX)
TX
08/19/2011 - 08/15/2017
EVERCORE GROUP L.L.C. (HOUSTON TX)
BC
Issued 09/02/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/2011
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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