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William M Osborne

Brex Treasury LLC

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About William M Osborne

William M. Osborne is a registered representative with Brex Treasury LLC. William has been in the securities industry since July 2020. He holds a Series 7TO, Series 63, and SIE license. William is registered to sell securities in all states and territories.

Firm Information

William Osborne is currently registered with Brex Treasury LLC. Brex Treasury LLC is a Limited Liability Company that was formed on November 1, 2018. It is registered in all 50 states, as well as the District of Columbia, Puerto Rico, and the U.S. Securities and Exchange Commission.

Not reported

Assets Under Management

Not reported

Total Clients

22

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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William Osborne’s Registration & Firm History

UT

07/21/2020 - Present

Brex Treasury LLC (SALT LAKE CITY UT)

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Licenses & Designations

BC

Issued 08/31/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/21/2020

Series 7TO - General Securities Representative Examination

BC

Issued 05/26/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for William M Osborne.
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