Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Knight Blanchard is a financial advisor with over 15 years of experience in the financial services industry. William has held positions at Credit Suisse Securities (USA) LLC, Credit Suisse Lending LLC, and currently works at UBS Financial Services Inc. William is registered to provide investment advice in several states including California, Florida, Illinois, Texas, and Wisconsin. William has a strong background in portfolio management, financial planning, and pension consulting. William has also worked with several non-profit organizations and is active in the community.
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.
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.
See schedule d - miscellaneous
1
2
IL
11/12/2024 - Present
UBS Financial Services Inc. (CHICAGO IL)
IL
08/28/2012 - 05/03/2016
CREDIT SUISSE SECURITIES (USA) LLC (CHICAGO IL)
IL
01/01/2009 - 08/21/2012
BESSEMER INVESTOR SERVICES, INC. (CHICAGO IL)
IL
11/02/2000 - 05/09/2001
WILLIAM BLAIR & COMPANY L.L.C. (CHICAGO IL)
NY
10/08/1999 - 11/17/2000
LEHMAN BROTHERS INC. (NEW YORK NY)
BOTH
Issued 05/22/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/20/2009
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 11/01/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/30/2008
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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