Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Ray Nice is a financial advisor in Syracuse, New York with over 20 years of experience in the financial services industry. William is registered with Janney Montgomery Scott LLC and holds both Series 63 and 65 licenses. He also holds the SIE and Series 7 licenses, allowing him to provide a full range of financial products and services. William has experience working with clients including high-net-worth individuals, corporations, and pension plans. Before joining Janney Montgomery Scott LLC, William worked at Wells Fargo Clearing Services, LLC and A. G. Edwards & Sons, Inc..
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.
Fee plus commission
1
2
NY
06/22/2021 - Present
Janney Montgomery Scott LLC (SYRACUSE NY)
NY
01/01/2008 - 09/04/2018
WELLS FARGO CLEARING SERVICES, LLC (DEWITT NY)
NY
10/08/1999 - 01/03/2008
A. G. EDWARDS & SONS, INC. (DEWITT NY)
IA
Issued 01/29/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/14/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/07/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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