Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Venezia is a financial professional with over 17 years of experience in the industry. William is currently registered with Citigroup Global Markets Inc. and is also registered in Connecticut and New York. William has previously worked at Morgan Stanley and Lehman Brothers Inc. William's areas of specialization include Asset Allocation Advice, Financial Planning, Pension Consulting and Portfolio Management for Businesses and 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.
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.
Asset allocation advice
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.
A percentage of the total value of assets under management is charged.
1
2
NY
10/15/2024 - Present
Citigroup Global Markets Inc. (New York NY)
NY
05/09/2011 - 03/30/2016
MORGAN STANLEY (GARDEN CITY NY)
NY
09/06/2005 - 11/15/2007
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
05/26/2000 - 06/06/2002
LEHMAN BROTHERS INC. (NEW YORK NY)
BOTH
Issued 06/03/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/26/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/06/2011
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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