Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Philippe Neri is a financial advisor who has been in the industry since October 2022. William is registered with the Financial Industry Regulatory Authority (FINRA) and is currently employed by Oscar Gruss & Son Inc.. William holds Series 63, Series 7TO, and SIE 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
NY
10/17/2022 - Present
Oscar Gruss & SON Inc. (NEW YORK NY)
BC
Issued 09/13/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/17/2022
Series 7TO - General Securities Representative Examination
BC
Issued 08/22/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
Nasdaq Stock Market
N
New York Stock Exchange
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