William Jay Holzer
Professional Summary
William Jay Holzer was a registered financial advisor. William was a previously registered financial professional and started their career in finance 1978 - 2016. William had worked at 2 firms and has passed the Series 63, SIE, Series 55, Series 5, Series 15, Series 4, F04 and Series 40 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
48 years in the financial services industry
Current & Past Employments
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Current Firm
REPEX & CO., INC.
Contact Information
Established
New Jersey since 06/04/1981Firm Type
CorporationFiscal Year End
DecemberDocuments
Direct owners and executive officers
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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.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 55 — Limited Representative-Equity Trader Exam
Passed May 2000Series 5 — Interest Rate Options Examination
Passed May 1987Series 15 — Foreign Currency Options Examination
Passed May 1987F04 — Financial Principal Examination
Passed Jan 1978Series 40 — Registered Principal Examination
Passed Jan 1978Similar Advisors
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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