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William R Trezise
WILL TREZISE
CRD#: 5957016
IA
B
EDWARD JONESCRD#: 250 210 SUNSET DRIVE, SUITE F
SEDONA, AZ 86336
SEDONA, AZ 86336
0
Disclosures
8
Years of Experience
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State Registrations
B
Alaska 9/7/2023
B
Maine 10/16/2023
B
Arizona 10/21/2022
B
Missouri 11/3/2023
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Arizona 10/21/2022
B
Montana 7/18/2023
B
Arkansas 6/15/2023
B
Nevada 12/4/2024
B
California 9/7/2023
B
Oklahoma 9/7/2023
B
Colorado 3/13/2023
B
Oregon 7/31/2023
B
Florida 8/30/2023
B
Wisconsin 11/28/2023
B
Kentucky 12/4/2023
SRO Registrations
B
B
B
B
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IA
Registered with this firm since 10/21/2022
B
Registered with this firm since 8/20/2022
| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
B | 10/01/2012 - 06/23/2017 | SEDONA, AZ | |
B | 08/15/2011 - 10/01/2012 | COTTONWOOD, AZ |
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B
Broker A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.