Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Joseph Dejianne is an investment advisor representative registered with Needham & Company, LLC. William has been in the securities industry since 1994. William has passed the Series 7, Series 24, Series 63 and Series 65 exams. William has previously been registered with Nuveen Securities, LLC, Quasar Distributors, LLC, Evergreen Investment Services, Inc., and OppenheimerFunds Distributor, Inc. William also coaches a local youth softball team.
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.
Securities research
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.
Pursuant to csa agreements
1
2
NY
03/20/2021 - Present
Needham & Company, LLC (NEW YORK NY)
NJ
01/03/2011 - 08/07/2020
NUVEEN SECURITIES, LLC (PISCATAWAY NJ)
ME
07/03/2007 - 01/03/2011
QUASAR DISTRIBUTORS, LLC (PORTLAND ME)
MA
12/21/1999 - 06/05/2007
EVERGREEN INVESTMENT SERVICES, INC. (BOSTON MA)
NY
07/08/1993 - 11/29/1999
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)
IA
Issued 02/11/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/02/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/16/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/1993
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
NYSE Arca, Inc.
N
Nasdaq Stock Market
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