Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Jennings Gambrill is a registered investment advisor representative. William has been in the securities industry since 2003. William is currently registered with Morgan Stanley. William is also registered with the following states: Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, and Wyoming. William previously worked for CREDIT SUISSE SECURITIES (USA) LLC, BARCLAYS CAPITAL INC., LEHMAN BROTHERS INC., and CREDIT SUISSE ASSET MANAGEMENT SECURITIES, 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.
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
NY
11/13/2015 - Present
Morgan Stanley (New York NY)
NY
05/11/2011 - 12/09/2015
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
NY
09/22/2008 - 05/25/2011
BARCLAYS CAPITAL INC. (NEW YORK NY)
NY
05/12/2004 - 09/22/2008
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
09/12/2003 - 05/05/2004
CREDIT SUISSE ASSET MANAGEMENT SECURITIES, INC. (NEW YORK NY)
BOTH
Issued 09/02/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/09/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/11/2003
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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