Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Irwin is a Registered Representative and Investment Advisor Representative. William has been in the industry since 2016 and has worked with Lime Trading Corp, NYLIFE Securities LLC, Westpark Capital, Inc., and Windsor Street Capital, LP before joining Oppenheimer & Co. Inc. in 2022.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NY
05/02/2022 - Present
Oppenheimer & Co. Inc. (NEW YORK NY)
NY
02/24/2021 - 04/25/2022
LIME TRADING CORP (NEW YORK NY)
NY
04/09/2018 - 02/10/2021
NYLIFE SECURITIES LLC (NEW YORK NY)
NY
07/19/2017 - 01/24/2018
WESTPARK CAPITAL, INC. (NEW YORK NY)
NY
06/13/2016 - 02/15/2017
WINDSOR STREET CAPITAL, LP (NEW YORK NY)
BC
Issued 06/29/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/26/2021
Series 4 - Registered Options Principal Examination
BC
Issued 05/04/2023
Series 57TO - Securities Trader Exam
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/06/2016
Series 7 - General Securities Representative Examination
Active
Inactive
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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