Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Irvin is a financial advisor with Keybanc Capital Markets Inc. based in Atlanta, GA. William has been in the industry since 2002 and has experience with investment banking. William holds Series 7, 63 and SIE licenses. Prior to joining Keybanc Capital Markets Inc., William worked at SunTrust Robinson Humphrey, Inc. and Banc of America Securities LLC.
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.
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.
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2
GA
12/02/2014 - Present
Keybanc Capital Markets Inc. (ATLANTA GA)
GA
04/25/2007 - 08/28/2014
SUNTRUST ROBINSON HUMPHREY, INC. (ATLANTA GA)
NC
12/18/2001 - 04/17/2007
BANC OF AMERICA SECURITIES LLC (CHARLOTTE NC)
BC
Issued 01/07/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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