Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam P. Holzheimer is a financial professional with over 20 years of experience in the securities industry. William is currently registered with Keybanc Capital Markets Inc. and holds several licenses, including Series 7, Series 55, Series 63, and Series 57TO. William is licensed in Ohio and California. William has a strong background in trading and investment advisory services.
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
OH
10/25/2002 - Present
Keybanc Capital Markets Inc. (CLEVELAND OH)
BC
Issued 11/15/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/2002
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 10/24/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
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