Unclaimed
William Lincoln Rosener is a financial professional with over 12 years of experience in the financial services industry. William is currently registered with Blackstone Securities Partners LP and is licensed to conduct business in all 50 states and the District of Columbia. Prior to joining Blackstone Securities Partners LP, William was employed at Credit Suisse Securities (USA) LLC from 2011 to 2013. William holds a Series 63, Series 7, Series 79 and SIE licenses.
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.
1
2
NY
10/09/2013 - Present
Blackstone Securities Partners LP (NEW YORK NY)
NY
03/18/2011 - 08/27/2013
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
BC
Issued 09/17/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/11/2014
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 03/12/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure William Rosener is the right advisor for you? Invested Better is here to help.