Unclaimed
William Joseph Blanco is an Investment Advisor Representative with Equity Services, Inc. William is based in RED BANK, NJ and has been in the securities industry for over 30 years. William is registered with the state of New Jersey and New York. William also holds several industry certifications including Series 7, Series 3, Series 63, and Series 66. William provides investment advisory services to individuals and institutions.
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.
Personalized portfolio management to meet individual financial objectives.
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.
1
2
NJ
06/22/2021 - Present
Equity Services, Inc. (RED BANK NJ)
NY
04/11/2008 - 07/22/2009
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
NJ
01/25/2006 - 04/04/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JERSEY CITY NJ)
NY
03/22/2005 - 11/01/2005
GARBAN LLC (NEW YORK NY)
IL
03/19/2004 - 03/11/2005
GOLDENBERG, HEHMEYER & CO. (CHICAGO IL)
NY
03/20/2000 - 01/12/2004
NOMURA SECURITIES INTERNATIONAL, INC. (NEW YORK NY)
NY
03/04/1996 - 03/21/2000
FUJI SECURITIES INC. (NEW YORK NY)
NY
05/17/1994 - 10/11/1995
THE NIKKO SECURITIES CO. INTERNATIONAL, INC. (NEW YORK NY)
NY
08/23/1989 - 03/28/1994
NOMURA SECURITIES INTERNATIONAL, INC. (NEW YORK NY)
NA
07/25/1987 - 05/09/1989
LLOYDS GOVERNMENT SECURITIES CORPORATION
BOTH
Issued 04/18/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/31/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/04/2001
Series 3 - National Commodity Futures Examination
BC
Issued 09/16/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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