Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Grigat is a financial advisor at Cambridge Investment Research Advisors, Inc. located in Ormond Beach, FL. William has been in the financial services industry since 1973. William has a Series 7, Series 63, Series 65, and Series 24 license and is also a Certified Financial Planner. William specializes in providing financial planning, portfolio management, and other investment advisory services to individuals, businesses, and charitable organizations.
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.
Solicitation fees from 3rd party money managers
1
2
FL
04/17/2018 - Present
Cambridge Investment Research Advisors, Inc. (Ormond Beach FL)
FL
11/29/2017 - 04/27/2018
LPL FINANCIAL LLC (PORT ORANGE FL)
FL
10/31/2008 - 11/29/2017
NATIONAL PLANNING CORPORATION (ORMOND BEACH FL)
FL
10/31/2005 - 11/04/2008
AIG FINANCIAL ADVISORS, INC. (ORMOND BEACH FL)
AZ
05/19/1992 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
NA
07/16/1984 - 05/19/1992
ANCHOR NATIONAL FINANCIAL SERVICES, INC.
NA
05/07/1973 - 07/16/1984
METROPOLITAN LIFE INSURANCE COMPANY
IA
Issued 04/05/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/17/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/10/1989
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/02/1973
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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