Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bill? Claim Your ProfileBill Dragolas is a financial advisor who is licensed in Ohio and California. Bill has been a registered representative for over 20 years, and has been a licensed investment advisor representative for over 8 years. Bill has been associated with Cornerstone Asset Management Services, Inc. since August 2018. Before that, Bill was a registered representative with Citizens Securities, Inc., Western Equity Group, Inc., and Ameriprise Financial Services, Inc.. Bill has also been employed by FirstMerit Bank and Robert Morris Private Equity. Bill specializes in providing financial planning and portfolio management services for individuals and other investment advisors.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
OH
08/29/2018 - Present
Cornerstone Asset Management Services, Inc. (BROADVIEW HEIGHTS OH)
NC
07/17/2020 - 04/06/2021
WESTERN EQUITY GROUP, INC. (RALEIGH NC)
OH
06/03/2016 - 08/24/2018
CITIZENS SECURITIES, INC. (WESTLAKE OH)
MN
11/07/2001 - 02/14/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
OH
05/20/1998 - 02/14/2006
AMERIPRISE FINANCIAL SERVICES, INC. (WILLOUGHBY OH)
OH
12/15/1997 - 10/14/1998
VESTAX SECURITIES CORPORATION (HUDSON OH)
MA
02/05/1997 - 12/16/1997
CONCORD BROKERAGE SERVICES, INC. (BOSTON MA)
MN
08/31/1994 - 12/11/1997
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
08/31/1994 - 01/10/1997
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
BOTH
Issued 07/07/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/20/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/26/2020
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 08/24/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/25/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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