Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Pitt is a financial advisor with J.P. Morgan Securities LLC, a firm with over $50 billion in assets under management and offices across the country. William has over 3 years of experience in the financial industry, most recently serving as a registered representative at Credit Suisse Securities (USA) LLC. William is licensed in all 50 states and the District of Columbia.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
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NY
09/16/2021 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
NY
08/02/2019 - 09/24/2021
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
BC
Issued 08/16/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/02/2019
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 07/29/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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