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 Friese is a registered representative with Oppenheimer & Co. Inc. William is a financial professional with over 20 years of experience in the financial services industry. William is committed to providing clients with personalized financial advice and investment strategies that are tailored to meet their individual needs. William has a wide range of experience in investment management, financial planning, and retirement planning. William is also a registered investment advisor. In addition to his work at Oppenheimer & Co. Inc., William is also involved in a variety of other business ventures. William is a managing member of several limited liability companies, including Saturn 27 LLC, Jupiter 10 LLC, and Wvosc LLC. William is also a trustee of the William R Friese & Staci A Mayer Family Trust. William is a highly experienced and qualified financial professional. William is committed to helping clients achieve their financial goals.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
AZ
10/15/2021 - Present
Oppenheimer & Co. Inc. (SCOTTSDALE AZ)
BOTH
Issued 10/13/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/08/2021
Series 7TO - General Securities Representative Examination
BC
Issued 06/29/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
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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