Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Sherdahl Feeney is a financial advisor who has been active in the industry since 1983. William is currently registered with UBS Financial Services Inc. and holds several licenses and certifications including the Series 3, 7 and 63. William also holds the Series 65 license for investment advisor. Prior to joining UBS Financial Services Inc., William was employed at Drexel Burnham Lambert Incorporated and First Jersey Securities, Inc. William is located in NORTHBROOK, IL and has a branch office in Glencoe, IL.
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.
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.
See schedule d - miscellaneous
1
2
IL
11/29/2012 - Present
UBS Financial Services Inc. (NORTHBROOK IL)
NA
08/18/1986 - 06/22/1989
DREXEL BURNHAM LAMBERT INCORPORATED
NA
08/24/1983 - 08/25/1986
FIRST JERSEY SECURITIES, INC.
IA
Issued 11/17/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/04/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/1988
Series 3 - National Commodity Futures Examination
BC
Issued 08/20/1983
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
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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