Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Robert Doss is a financial advisor affiliated with Morgan Stanley. William has over 7 years of experience in the financial services industry and is registered to conduct business in 53 states and jurisdictions. William holds a Series 7, Series 24, Series 63, and Series 66 securities licenses and is also registered as an investment advisor in Texas and Utah. Prior to joining Morgan Stanley, William was employed by E*TRADE Securities LLC. William specializes in providing financial advice and portfolio management to individuals, businesses, institutions, and investment companies. William also offers financial planning, pension consulting, and educational seminars.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
UT
06/06/2023 - Present
Morgan Stanley (Sandy UT)
UT
01/04/2019 - 09/05/2023
E*TRADE SECURITIES LLC (SANDY UT)
UT
05/30/2015 - 04/05/2018
FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)
BOTH
Issued 04/17/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/06/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/20/2020
Series 24 - General Securities Principal Examination
BC
Issued 04/05/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/30/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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