Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Conte is a financial advisor with over 20 years of experience in the financial services industry. William is registered as a Broker and Investment Advisor Representative with Latitude Advisors, LLC. Previously, William worked for Medallion Investment Services, Inc., and ProEquities, Inc. William specializes in working with individuals, corporations, and retirement plans. He provides financial planning and investment management services to his clients. William is committed to providing his clients with the highest level of service and expertise.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
Third party referral fees
1
2
FL
11/19/2009 - Present
Latitude Advisors, LLC (SARASOTA FL)
FL
11/15/2001 - 11/12/2009
MEDALLION INVESTMENT SERVICES, INC. (SARASOTA FL)
AL
12/07/1999 - 11/21/2001
PROEQUITIES, INC. (BIRMINGHAM AL)
IA
Issued 07/20/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/13/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/06/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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