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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 Anthony Dwyer is a financial advisor with Commonwealth Financial Network, working out of the firm's Hopewell Junction, NY branch office. William has been a registered representative in the securities industry since 1990. William is also a Registered Investment Advisor and has been working as an Investment Advisor Representative for Commonwealth Financial Network since 2018. William holds the Series 7, Series 24, Series 63 and Series 65 licenses. William specializes in providing investment advice to individuals, businesses, high-net-worth individuals, charitable organizations, pension and profit sharing plans, and corporations. William is also a managing partner and 50% owner of Flourish Wealth Advisors, LLC, a private entity established to facilitate securities, advisory, and insurance business.
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
NY
06/29/2021 - Present
Commonwealth Financial Network (Hopewell Junction NY)
NY
08/15/2001 - 05/01/2018
WELLS FARGO CLEARING SERVICES, LLC (CARMEL NY)
NY
06/19/2000 - 08/13/2001
HSBC BROKERAGE (USA) INC. (NEW YORK NY)
NY
09/16/1997 - 06/19/2000
REPUBLIC FINANCIAL SERVICES CORPORATION (NEW YORK NY)
NY
10/20/1995 - 09/20/1997
MONARCH FINANCIAL CORPORATION OF AMERICA (NEW YORK NY)
NY
09/11/1992 - 10/25/1995
GILFORD SECURITIES INCORPORATED (NEW YORK NY)
NY
05/09/1991 - 09/23/1992
EMANUEL AND COMPANY (NEW YORK NY)
NA
01/30/1991 - 05/09/1991
DOUGLAS STEWART INCORPORATED
NY
11/23/1990 - 01/29/1991
GKN SECURITIES CORP. (NEW YORK NY)
NY
07/19/1990 - 10/23/1990
WHALE SECURITIES CO., L.P. (NEW YORK NY)
IA
Issued 02/23/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/08/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/05/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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