Unclaimed
William Gibbs is a financial advisor registered with BNY Mellon Securities Corp. William has been in the industry since 2012 and has a strong background in the financial services sector. William specializes in securities, investments and portfolio management.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Bnymsc sponsors a wrap fee program, and serves as a portfolio mgr or model provider to third party wrap program sponsors.
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.
1
2
WA
08/22/2019 - Present
BNY Mellon Securities Corp. (Seattle WA)
WA
05/09/2012 - 07/07/2017
SANFORD C. BERNSTEIN & CO., LLC (SEATTLE WA)
BOTH
Issued 05/21/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 07/07/2017
SIE - Securities Industry Essentials Examination
BC
Issued 04/09/2013
Series 31 - Futures Managed Funds Examination
BC
Issued 05/08/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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