Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Kethley Dossett is a Registered Representative and Investment Advisor Representative with Oppenheimer & Co. Inc. located in New York, NY. William has over 5 years of experience in the financial services industry and is registered with the state of New York. William holds Series 63, 86, 87, and SIE licenses. William specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and pooled investment vehicles.
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.
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.
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.
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2
NY
02/23/2023 - Present
Oppenheimer & Co. Inc. (NEW YORK NY)
BC
Issued 07/10/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/31/2020
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 07/24/2020
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 06/30/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
New York Stock Exchange
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