Unclaimed
William P Gresser is a financial advisor with Snowball Capital LLC. William has been in the industry for 5 years and is currently registered with the state of Florida and the Securities and Exchange Commission. William holds the Series 63, SIE, and Series 82 licenses. William has experience working with both individual and institutional clients.
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.
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2
FL
03/01/2023 - Present
Snowball Capital LLC (MIAMI FL)
NY
06/18/2018 - 03/03/2023
VCS VENTURE SECURITIES (NEW YORK NY)
BC
Issued 10/22/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/2018
Series 82 - Limited Representative-Private Securities Offerings
Active
Inactive
F
FINRA
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