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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Samuel Baruch is an investment advisor representative at Blue Line Capital. William has been in the securities industry for over 15 years, working with clients to meet their financial goals. William holds Series 3, 7, and 65 securities licenses. William has specialized knowledge in Investment Advisory, and Commodity and Futures Trading. William also has a deep understanding of the investment needs of individuals and businesses. William's previous roles include positions at MF Global Inc. and The Riderwood Group Incorporated.
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.
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.
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IL
02/04/2020 - Present
Blue Line Capital (CHICAGO IL)
IL
09/07/2007 - 12/06/2011
MF GLOBAL INC. (CHICAGO IL)
MD
11/09/2006 - 05/02/2007
THE RIDERWOOD GROUP INCORPORATED (TOWSON MD)
IA
Issued 05/29/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/22/2007
Series 3 - National Commodity Futures Examination
BC
Issued 11/08/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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