Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Watkins is a financial advisor with over 20 years of experience in the industry. William has worked with a number of firms in his career, including NatCity Investments, Inc., Brown, Gibbons, Lang & Company Securities, Inc., U.S. Bancorp Piper Jaffray Inc., and currently, Harris Williams. William's areas of expertise include investment banking, general securities, and securities industry essentials. William is registered to sell securities in both Ohio and Virginia.
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
OH
03/16/2009 - Present
Harris Williams (CLEVELAND OH)
OH
12/07/2006 - 03/17/2009
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
OH
07/22/2002 - 11/21/2006
BROWN, GIBBONS, LANG & COMPANY SECURITIES, INC. (CLEVELAND OH)
MN
09/03/1999 - 04/04/2002
U.S. BANCORP PIPER JAFFRAY INC. (MINNEAPOLIS MN)
BC
Issued 07/17/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/11/2012
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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