Unclaimed
William Joseph Salley is an investment banking professional with over eight years of experience in the financial services industry. William has been registered with Citizens JMP Securities, LLC since August 2023. William has held previous roles at Citizens Capital Markets, Truist Securities, Inc., and SunTrust Robinson Humphrey, Inc. William holds a Series 79, Series 63, and SIE licenses. William is currently registered in Georgia.
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
GA
08/01/2023 - Present
Citizens JMP Securities, LLC (Atlanta GA)
GA
05/04/2021 - 08/01/2023
CITIZENS CAPITAL MARKETS (Atlanta GA)
GA
03/10/2017 - 04/12/2021
TRUIST SECURITIES, INC. (ATLANTA GA)
GA
09/09/2013 - 09/04/2015
SUNTRUST ROBINSON HUMPHREY, INC. (ATLANTA GA)
BC
Issued 09/30/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/2013
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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