Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Michael Pressman is a financial advisor who has been active in the industry since 1997. William currently works for Merrill Lynch, Pierce, Fenner & Smith Inc. and is registered as a representative in multiple states, including New Jersey, New York and Texas. Prior to Merrill Lynch, William worked for MORGAN STANLEY, MORGAN STANLEY & CO. INCORPORATED and UBS FINANCIAL SERVICES INC. William has successfully passed the Securities Industry Essentials Examination (SIE), the General Securities Representative Examination (Series 7) and the Uniform Securities Agent State Law Examination (Series 63).
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
NJ
07/23/2014 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (MONTVALE NJ)
NJ
06/01/2009 - 07/08/2014
MORGAN STANLEY (PARAMUS NJ)
NJ
02/11/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (PARAMUS NJ)
NJ
06/25/1999 - 02/27/2008
UBS FINANCIAL SERVICES INC. (PARAMUS NJ)
NJ
04/30/1997 - 06/25/1999
FIRST INSTITUTIONAL SECURITIES, L.L.C. (WEST PATERSON NJ)
BC
Issued 05/08/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/29/1997
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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