Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Jesse Wilcox is a financial professional with over 20 years of experience in the industry. William is currently registered with BTG Pactual US Capital, LLC and has been with the firm since April 2010. William also has experience with UBS Securities LLC. William holds a variety of licenses, including Series 7, 24, 55, 57TO, 63, 79TO and SIE. William is registered in 15 states, including California, Connecticut, Delaware, Florida, Georgia, Illinois, Maryland, Massachusetts, Michigan, Missouri, New Jersey, New York, Pennsylvania, Texas and Wisconsin.
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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2
NY
04/13/2010 - Present
BTG Pactual US Capital, LLC (NEW YORK NY)
CT
01/02/2000 - 10/28/2009
UBS SECURITIES LLC (STAMFORD CT)
BC
Issued 01/24/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/03/2011
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 12/29/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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