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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Alan Altneu is a registered investment advisor representative with Cadaret, Grant & Co., Inc. William Alan Altneu has been in the industry since 1990 and is licensed to provide investment advice in several states, including New York, California, Connecticut, Florida, New Jersey, Pennsylvania, South Carolina, Virginia and Wisconsin. William Alan Altneu has a wide range of experience in the financial services industry, having previously worked at Gerson, Horowitz, Green Securities Corp., Park Avenue Securities LLC, and Guardian Investor Services Corporation. William Alan Altneu holds a Series 63, Series 24, SIE and Series 7 license and has held several positions within the industry, including registered representative and general securities principal. William Alan Altneu is also licensed to sell insurance products and dedicates a portion of his time to insurance sales activities.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
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2
NY
05/04/2021 - Present
Cadaret, Grant & CO., Inc. (TARRYTOWN NY)
NY
04/24/1990 - 01/20/2004
GERSON, HOROWITZ, GREEN SECURITIES CORP. (NEW YORK NY)
NY
05/03/1999 - 09/24/2001
PARK AVENUE SECURITIES LLC (NEW YORK NY)
NY
04/21/1997 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
BC
Issued 05/01/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/03/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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