Unclaimed
William John Chambers is a financial advisor with over 25 years of experience in the industry. William is currently registered with Keybanc Capital Markets Inc. in Cleveland, OH. William has held previous positions at Citigroup Global Markets Inc., Fifth Third Securities, Inc. and McDonald Investments Inc. William holds a Series 7, Series 31, Series 55, Series 57TO and Series 66 licenses. William is also registered in California and Ohio.
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.
1
2
OH
02/26/2009 - Present
Keybanc Capital Markets Inc. (CLEVELAND OH)
OH
06/18/2008 - 03/05/2009
CITIGROUP GLOBAL MARKETS INC. (WESTLAKE OH)
OH
05/15/2006 - 04/04/2008
FIFTH THIRD SECURITIES, INC. (CLEVELAND OH)
OH
03/04/1996 - 04/20/2006
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
BOTH
Issued 07/30/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/21/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/29/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 03/09/2001
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 03/01/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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