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William Jeremy rolls Wilson

Stonex Financial Inc.

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About William Jeremy rolls Wilson

William Jeremy rolls Wilson is a financial advisor at Stonex Financial Inc. William has been in the financial industry since 1995 and has experience in Investment Banking. William is registered with FINRA and is licensed in 53 states.

Firm Information

William Wilson is currently registered with Stonex Financial Inc.. Stonex Financial Inc. is a Corporation that was formed on May 29, 1998 and is registered in 53 states and the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

374

Total Financial Advisors

Services Offered

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.

Fee Structure

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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William Wilson’s Registration & Firm History

CT

07/12/2022 - Present

Stonex Financial Inc. (Stamford CT)

CT

02/13/2017 - 07/01/2022

IMPERIAL CAPITAL, LLC (Stamford CT)

NY

10/02/2014 - 02/14/2017

STIFEL, NICOLAUS & COMPANY, INCORPORATED (NEW YORK NY)

CT

05/26/2011 - 09/23/2014

CRT CAPITAL GROUP LLC (STAMFORD CT)

NY

07/20/2009 - 06/09/2011

THE PRINCERIDGE GROUP LLC (NEW YORK NY)

NY

07/19/2007 - 05/28/2008

UBS SECURITIES LLC (NEW YORK NY)

NY

01/22/2004 - 08/01/2007

BEAR, STEARNS & CO. INC. (NEW YORK NY)

NY

01/17/2003 - 01/06/2004

CREDIT SUISSE FIRST BOSTON LLC (NEW YORK NY)

NJ

08/14/1996 - 01/17/2003

DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)

NY

12/03/1993 - 05/06/1997

CHASE SECURITIES INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 12/08/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/31/2004

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/02/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for William Jeremy rolls Wilson.
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