Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Omar Cruz is a financial professional with over 17 years of experience in the industry. William has a broad range of experience with Jonestrading and previous roles at Credit Suisse Securities (USA) LLC. William is licensed in 51 states and holds the Series 3, 4, 7, 55, 57TO, and 63 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
SC
05/02/2016 - Present
Jonestrading (Daniel Island SC)
NY
09/21/2005 - 05/18/2016
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
BC
Issued 09/27/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/15/2019
Series 4 - Registered Options Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/2005
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 10/05/2005
Series 3 - National Commodity Futures Examination
BC
Issued 09/20/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure William Cruz is the right advisor for you? Invested Better is here to help.
