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William E. Rice

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CRD#: 375378
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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 Elmer Rice JR, who also goes by William Elmer Rice, was a registered financial professional .

William is a previously registered financial professional and started their career in finance in 1974. William had worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 55, Series 5, PC, Series 7, Series 4 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


William Elmer Rice

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

July 9, 2010 - March 27, 2015

MICHIGAN ADVISORS, INC

RIA
CRD#: 124064
SOUTHFIELD, MI
Past

May 22, 2000 - March 27, 2015

BROADSTONE SECURITIES

BD
CRD#: 101600
SOUTHFIELD, MI
Past

February 21, 1995 - July 31, 2000

MEADOWBROOK SECURITIES INC.

BD
CRD#: 37305
TROY, MI
Past

July 31, 1993 - March 9, 1995

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

November 26, 1979 - July 31, 1993

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY
Past

January 18, 1978 - November 26, 1979

LOEB PARTNERS

BD
CRD#: 7534
Past

January 4, 1977 - January 18, 1978

LOEB RHOADES & CO. INC.

BD
CRD#: 7502
Past

July 2, 1976 - January 4, 1977

LOEB, RHOADES & CO. INC.

BD
CRD#: 525
Past

September 25, 1974 - July 9, 1976

HORNBLOWER & WEEKS - HEMPHILL, NOYES INCORPORATED

BD
CRD#: 412

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
IAR
Series 65
Date: 7/26/2006
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 9/17/1999
Limited Representative-Equity Trader Exam
General Industry/Product Exam
RR
Series 5
Date: 10/17/1981
Interest Rate Options Examination
General Industry/Product Exam
RR
PC
Date: 9/7/1977
AMEX Put and Call Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


MA
MICHIGAN ADVISORS, INC
MICHIGAN ADVISORS, INC

CRD#: 124064 / SEC#: 801-69004

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Contact information


Main Address
80 State Street, Albany, NY 12207
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Red Flags


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

Company Information


MICHIGAN ADVISORS, INC

CRD#: 124064

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