Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Thomas Conroy is a financial professional with over 25 years of experience in the securities industry. William Conroy is currently registered with UMB Financial Services, Inc. Prior to that, William Conroy was employed by HILLTOP SECURITIES INC., MURPHY & DURIEU, SCHWAB CAPITAL MARKETS L.P., NDB CAPITAL MARKETS CORPORATION, and TITUS & DONNELLY LLC. William Conroy holds licenses for Series 63, Series 55, Series 7, and Series 52 exams. William Conroy is registered in New York and Texas. William Conroy specializes in financial planning, portfolio management for businesses, and portfolio management for individuals.
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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NY
01/12/2017 - Present
UMB Financial Services, Inc. (New York NY)
NY
05/26/2005 - 12/23/2016
HILLTOP SECURITIES INC. (NEW YORK NY)
NY
08/28/2003 - 05/10/2005
MURPHY & DURIEU (NEW YORK NY)
CT
06/01/2000 - 12/31/2002
SCHWAB CAPITAL MARKETS L.P. (STAMFORD CT)
NY
09/15/1999 - 05/09/2000
NDB CAPITAL MARKETS CORPORATION (NEW YORK NY)
NY
08/02/1995 - 09/01/1999
TITUS & DONNELLY LLC (NEW YORK NY)
BC
Issued 09/03/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 05/19/1998
Series 7 - General Securities Representative Examination
BC
Issued 08/01/1995
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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