Unclaimed
William Loskota is a financial professional with over 14 years of experience in the industry. William currently works for Blackstone Securities Partners LP in New York, NY. Prior to that, William was employed at OCM INVESTMENTS, LLC in Los Angeles, CA and UBS Financial Services Inc in Los Angeles, CA. William holds multiple licenses and certifications including the Series 7, Series 31, Series 66, and SIE.
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
07/21/2021 - Present
Blackstone Securities Partners LP (NEW YORK NY)
CA
05/16/2011 - 05/10/2021
OCM INVESTMENTS, LLC (LOS ANGELES CA)
CA
07/25/2008 - 05/20/2011
UBS FINANCIAL SERVICES INC. (LOS ANGELES CA)
BOTH
Issued 08/22/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/19/2022
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/2012
Series 31 - Futures Managed Funds Examination
BC
Issued 07/24/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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