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 Willett is a registered representative with Morgan Stanley. William has been in the financial services industry since December 20, 2007. William has experience working with a variety of clients, including high-net-worth individuals, corporations, and institutions. William's registrations include Series 7, Series 9, Series 10, Series 24, and Series 66. In addition, William is registered with the states of Ohio, Pennsylvania, and Texas. William is a dedicated financial advisor and has a proven track record of success in helping his clients 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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
PA
12/09/2015 - Present
Morgan Stanley (GREENSBURG PA)
PA
03/27/2012 - 06/25/2013
HEFREN-TILLOTSON, INC. (GREENSBURG PA)
PA
06/01/2009 - 04/28/2010
MORGAN STANLEY SMITH BARNEY (JOHNSTOWN PA)
PA
05/19/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (JOHNSTOWN PA)
NY
02/03/2006 - 05/09/2006
METLIFE INVESTORS DISTRIBUTION COMPANY (NEW YORK CITY NY)
CA
02/03/2006 - 05/09/2006
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
CA
01/25/2006 - 05/09/2006
TOWER SQUARE SECURITIES, INC. (EL SEGUNDO CA)
PA
06/08/2005 - 05/09/2006
METLIFE SECURITIES INC. (JOHNSTOWN PA)
NY
06/08/2005 - 05/09/2006
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NY
06/08/2005 - 05/09/2006
NEW ENGLAND SECURITIES (NEW YORK NY)
NJ
02/17/2003 - 04/02/2004
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
BOTH
Issued 03/06/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/08/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/08/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/20/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/13/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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