Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Lawrence Siskron is a financial professional with over 10 years of experience in the industry. William is currently registered with J.P. Morgan Securities LLC and is located in Plano, TX. Previously, William has been with Chase Investment Services Corp. William has a Series 63 state license and holds Series 99TO, Series 6TO, SIE, and Series 6 licenses. William specializes in financial planning, pension consulting, and selection of other advisors. William primarily serves high-net-worth individuals, corporations, and charitable organizations.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
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2
TX
01/31/2024 - Present
J.p. Morgan Securities LLC (Plano TX)
TX
10/01/2012 - 09/11/2019
J.P. MORGAN SECURITIES LLC (ROWLETT TX)
TX
10/13/2011 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (ROWLETT TX)
TX
03/03/2009 - 05/09/2011
CHASE INVESTMENT SERVICES CORP. (DALLAS TX)
BC
Issued 09/15/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/05/2024
Series 99TO - Operations Professional Examination
BC
Issued 08/21/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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