Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Anthony Cantelli is a registered representative with Samuel A. Ramirez & Company, Inc. located in NEW YORK, NY. William has been in the industry since March 11, 1985. William is registered with the following states: Arizona, California, Colorado, Florida, Georgia, Hawaii, Illinois, Maryland, Massachusetts, New Jersey, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Virginia and Washington. William has passed the Series 63, Series 7 and SIE exams.
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.
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.
1
2
NY
03/01/2016 - Present
Samuel A. Ramirez & Company, Inc. (NEW YORK NY)
NY
06/07/2012 - 02/02/2016
HAPOALIM SECURITIES USA, INC. (NEW YORK NY)
NY
09/08/2005 - 06/20/2012
PRAGER & CO., LLC (NEW YORK NY)
NJ
02/24/1998 - 03/07/2005
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
05/28/1985 - 12/22/1997
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
02/23/1984 - 02/07/1985
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED
BC
Issued 04/23/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure William Cantelli is the right advisor for you? Invested Better is here to help.
