Unclaimed
William Bernard Dunigan is a registered investment advisor representative with Blackrock Investment Management, LLC, a large investment management company. William has been in the industry since 2014. William is licensed in multiple states and holds a variety of securities licenses including Series 7, Series 24, and Series 66. William is also registered with the Securities and Exchange Commission (SEC) as an investment advisor. William's current registrations include Massachusetts and New Jersey. William is also a board member of several non-profit organizations, including BUILD Boston, Arm in Arm, and Sapere Aude. William has been recognized for his work with both Blackrock and these non-profit 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.
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.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
MA
06/08/2015 - Present
Blackrock Investment Management, LLC (Boston MA)
BOTH
Issued 06/04/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/31/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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