Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Jay Borzi is a registered representative with Eastdil Secured Advisors LLC. William has been in the industry since 2007 and is licensed in 51 states. William holds the Series 7, 63, 79TO, 99TO, and SIE licenses. Before joining Eastdil Secured Advisors LLC in 2019, William was a registered representative with Wells Fargo Securities, LLC.
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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CA
10/01/2019 - Present
Eastdil Secured Advisors LLC (Santa Monica CA)
CA
07/01/2009 - 10/01/2019
WELLS FARGO SECURITIES, LLC (SANTA MONICA CA)
CA
08/03/2007 - 07/01/2009
WELLS FARGO SECURITIES, LLC (SANTA MONICA CA)
BC
Issued 11/14/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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