Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Paul Kurdyla is a financial advisor with UBS Financial Services INC. William has been in the industry since 1995 and holds a Series 6, 7, 31 and SIE license. He has been registered with UBS Financial Services INC. since 2008. Previously, William was with Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., Wachovia Securities, LLC, Prudential Securities Incorporated, Tucker Anthony Incorporated, Gibraltar Securities Co., Pruco Securities Corporation and The Prudential Insurance Company of America. William has also been registered as an investment advisor representative.
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.
Comprehensive financial plans to help you achieve your personal and business 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.
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.
See schedule d - miscellaneous
1
2
NJ
10/22/2008 - Present
UBS Financial Services Inc. (Warren NJ)
NJ
04/02/2007 - 10/24/2008
MORGAN STANLEY & CO. INCORPORATED (MORRISTOWN NJ)
NJ
03/19/2004 - 04/02/2007
MORGAN STANLEY DW INC. (MORRISTOWN NJ)
MO
07/01/2003 - 03/24/2004
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
12/14/1999 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
MA
09/01/1999 - 12/16/1999
TUCKER ANTHONY INCORPORATED (BOSTON MA)
NJ
06/06/1995 - 09/01/1999
GIBRALTAR SECURITIES CO. (FLORHAM PARK NJ)
NJ
05/03/1989 - 06/21/1989
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
05/03/1989 - 06/21/1989
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
BC
Issued 6/7/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/6/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 6/5/1995
Series 7 - General Securities Representative Examination
BC
Issued 5/1/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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