William Dejianne (CRD# 2163123) is an Investment Advisor Representative working at Needham & Company, LLC in New York, NY and has over 30 years of experience in the finance industry.
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
CRD# 5146297
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Needham & Company, LLC | New York, NY | Jan 2021 - Current | 3 |
| Nuveen Investments, LLC | Chicago, IL | Jan 2011 - Nov 2020 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1993 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2011 |
- CA
- FL
- IL
- MN
- NJ
- NY
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Other
AZ, CA, CO, CT, FL, IL, MA, MD, MN, NC, NJ, NV, NY, PA, TX, WA, WI
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