Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Russett is an investment advisor representative with J.p. Morgan Securities LLC, a firm based in New York, NY. William has been in the industry since 2002 and has a wide range of experience in financial planning and portfolio management for individuals and businesses. William holds Series 63, 65, 7 and SIE licenses. William is registered in 53 states and 2 districts, including California and Texas. William is a highly qualified and experienced investment advisor representative with a strong track record of success.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
CA
09/20/2013 - Present
J.p. Morgan Securities LLC (SAN RAMON CA)
CA
05/17/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (LIVERMORE CA)
CA
02/06/2008 - 04/22/2010
TD AMERITRADE, INC. (WALNUT CREEK CA)
CA
10/02/2006 - 01/30/2008
AIG RETIREMENT ADVISORS, INC. (EMERYVILLE CA)
CA
07/22/2004 - 10/04/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PLEASANTON CA)
MO
06/05/2002 - 06/28/2004
EDWARD JONES (ST. LOUIS MO)
IA
Issued 09/09/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/06/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/03/2002
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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