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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Ralph Murman is an investment advisor representative at UBS Financial Services Inc., a firm that provides financial advisory services to individuals and businesses. William has been in the industry since February 20, 1990, and is currently registered with the state of Ohio and Texas. William has over 30 years of experience providing financial advice to clients. His expertise is in providing personalized financial planning, portfolio management, and investment advice to individuals and businesses. William is also actively involved in his community, serving on the board of directors of several organizations.
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
OH
02/12/2014 - Present
UBS Financial Services Inc. (ROCKY RIVER OH)
OH
03/13/2009 - 06/16/2011
RBC CAPITAL MARKETS, LLC (CLEVELAND OH)
OH
02/25/2005 - 03/13/2009
FERRIS, BAKER WATTS, LLC (CLEVELAND OH)
OH
01/22/1993 - 03/01/2005
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
NA
01/05/1993 - 03/12/1993
MCDONALD & COMPANY SECURITIES, INC.
MO
09/04/1990 - 01/05/1993
EVEREN SECURITIES, INC. (ST. LOUIS MO)
NA
02/21/1990 - 09/04/1990
PRESCOTT, BALL & TURBEN, INC.
BOTH
Issued 02/22/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/27/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 02/10/1990
Series 7 - General Securities 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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