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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 Grundig is an Investment Advisor Representative associated with Commonwealth Financial Network. William has over 27 years of experience in the financial services industry. William holds a Series 7 and Series 66 securities license as well as a Series 63 state securities license. Commonwealth Financial Network is a registered investment advisor with over $177 billion in assets under management. Commonwealth Financial Network provides financial planning and investment management services to individuals, families, businesses, and retirement plans. The firm's commitment to providing high-quality advice and personalized service is evident in their dedication to providing clients with a variety of financial planning services, including retirement planning, college savings planning, and estate planning.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NJ
10/03/2016 - Present
Commonwealth Financial Network (Freehold NJ)
NJ
08/08/2008 - 09/30/2016
SECURITIES AMERICA, INC. (ISELIN NJ)
NJ
04/06/2005 - 08/11/2008
MULTI-FINANCIAL SECURITIES CORPORATION (ISELIN NJ)
GA
03/28/2002 - 03/28/2005
J.P. TURNER & COMPANY, L.L.C. (ATLANTA GA)
CO
01/02/2001 - 03/26/2002
GLOBAL CAPITAL SECURITIES CORPORATION (ENGLEWOOD CO)
NY
09/18/1996 - 01/02/2001
GLOBAL CAPITAL MARKETS, LLC (MELVILLE NY)
NY
06/14/1995 - 10/22/1996
STRATTON OAKMONT INC. (LAKE SUCCESS NY)
BOTH
Issued 03/22/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/21/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/13/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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