Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Willard? Claim Your ProfileWillard Basch Saperston is a financial advisor with over 40 years of experience in the financial services industry. Willard is a registered representative of Brighton Securities Corp. and Saperston Legacy Advisors, Inc. Willard specializes in providing financial planning and portfolio management services to individuals, businesses, and charitable organizations. Willard's clients have a wide range of needs, from those who are just starting out to those who are approaching retirement. Willard is committed to providing his clients with personalized service and a comprehensive approach to their financial goals.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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NY
01/06/2024 - Present
Brighton Securities Corp. (ROCHESTER NY)
NY
01/28/1998 - 11/14/2018
SAPERSTON ASSET MANAGEMENT, INC. (HAMBURG NY)
IL
10/16/1997 - 05/05/1998
LASALLE ST SECURITIES, L.L.C. (ELMHURST IL)
NY
01/08/1991 - 10/16/1997
SAPERSTON FINANCIAL INC. (BUFFALO NY)
PA
08/06/1990 - 10/23/1991
AMERICAN CAPITAL CORPORATION (VALLEY FORGE PA)
NJ
10/20/1989 - 06/20/1991
FIRST MONTAUK SECURITIES CORP. (RED BANK NJ)
CT
09/30/1985 - 11/06/1989
ADVEST, INC. (HARTFORD CT)
NA
04/20/1985 - 09/30/1985
BURGESS & LEITH INCORPORATED
NA
11/03/1981 - 04/25/1985
DEAN WITTER REYNOLDS INC.
NA
04/13/1979 - 10/03/1981
L. F. ROTHSCHILD, UNTERBERG, TOWBIN
NA
06/01/1977 - 04/26/1979
ADVEST, INC.
IA
Issued 11/11/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/10/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/30/1989
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/1977
PC - AMEX Put and Call Exam
BC
Issued 05/21/1977
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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