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William E. Rose

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CRD#: 1981942
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Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

William Edward Rose, who also goes by William E Rose, was a registered financial professional .

William is a previously registered financial professional and started their career in finance in 1989. William had worked at 7 firms and has passed the Series 63, Series 3, Series 7, Series 4 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


William E Rose

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

April 3, 2008 - September 18, 2008

HBK PRIVATE EQUITY GROUP LLC

RIA
CRD#: 145260
DALLAS, TX
Past

September 5, 2007 - September 18, 2008

HBK SERVICES LLC

RIA
CRD#: 142836
DALLAS, TX
Past

October 9, 2002 - June 6, 2012

HBK GLOBAL SECURITIES L.P.

BD
CRD#: 120579
DALLAS, TX
Past

June 27, 2001 - December 14, 2012

HBK CAPITAL MANAGEMENT

RIA
CRD#: 115079
DALLAS, TX
Past

January 6, 1994 - April 20, 2000

HBK FINANCE L.P.

BD
CRD#: 35607
DALLAS, TX
Past

September 27, 1991 - January 6, 1994

HB KORENVAES INVESTMENTS, L.P.

BD
CRD#: 29005
FT WORTH, TX
Past

November 21, 1989 - March 14, 1990

DREXEL BURNHAM LAMBERT INCORPORATED

BD
CRD#: 7323

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 6/1/1992
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 24
Date: 10/18/1993
General Securities Principal Examination

Current firm


No current employment

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


No current employment

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