Unclaimed
William Gonser is a financial advisor with RBC Capital Markets, LLC, a firm with more than $50 billion in assets under management. William has been in the industry since 2000 and has a wide range of experience, including working with Cantor Fitzgerald & Co., Cantor Fitzgerald Securities, and Daiwa Securities America Inc. William is registered to provide investment advice in all 50 states and the District of Columbia. He holds a Series 7, Series 24, Series 52TO, Series 53, Series 57TO, and Series 63 licenses. He is dedicated to providing clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Service public & private employee benefit plans, endowment funds, foundations, family trusts & various capital/operating funds
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.
A percentage of the total value of assets under management is charged.
1
2
NY
08/05/2009 - Present
RBC Capital Markets, LLC (NEW YORK NY)
NY
08/08/2006 - 07/20/2009
CANTOR FITZGERALD & CO. (NEW YORK NY)
NY
11/25/2003 - 08/08/2006
CANTOR FITZGERALD SECURITIES (NEW YORK NY)
NY
08/17/2000 - 11/05/2003
DAIWA SECURITIES AMERICA INC. (NEW YORK NY)
BC
Issued 04/19/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/03/2017
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/02/2014
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/2000
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX PEARL, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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