Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Rex Bahney is a financial advisor who has been in the industry since 1974. William currently works for UBS Financial Services Inc., but has previous experience at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED and MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.. William is registered in 15 states and has passed numerous industry exams, including Series 63, Series 65, Series 7TO, Series 3, Series 5, Series 9, Series 10, Series 12, Series 15, Series 24, Series 53, Series 4 and SIE. William specializes in investment management for both individuals and businesses. William also provides financial planning, educational seminars and pension consulting. William is a member of the Board of Directors for the Boise Rescue Mission Ministries.
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
ID
04/24/2009 - Present
UBS Financial Services Inc. (BOISE ID)
ID
09/26/1978 - 04/29/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BOISE ID)
NA
06/14/1974 - 09/26/1978
MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.
IA
Issued 04/21/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/06/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/22/1992
Series 53 - Municipal Securities Principal Examination
BC
Issued 08/06/1980
Series 12 - NYSE Branch Manager Examination
BC
Issued 08/01/1980
Series 24 - General Securities Principal Examination
BC
Issued 07/31/1980
Series 4 - Registered Options Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/1995
Series 3 - National Commodity Futures Examination
BC
Issued 04/21/1994
Series 15 - Foreign Currency Options Examination
BC
Issued 12/30/1992
Series 5 - Interest Rate Options Examination
BC
Issued 09/08/1977
PC - AMEX Put and Call Exam
BC
Issued 06/12/1974
Series 1 - Registered 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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