Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Doran has been in the financial industry for over 30 years. Currently, William is a Registered Representative and Investment Advisor Representative with Onedigital Investment Advisors, where William has been employed since April 2019. Before joining Onedigital Investment Advisors, William worked for TRIAD ADVISORS LLC and Fieldpoint Private Securities. William holds a Series 6, Series 63, and SIE license. William has experience working with individuals, high-net-worth individuals, charitable organizations, businesses, and pension plans.
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.
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.
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.
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2
KS
05/06/2019 - Present
Onedigital Investment Advisors (OVERLAND PARK KS)
CT
10/30/2012 - 05/13/2019
TRIAD ADVISORS LLC (CHESHIRE CT)
NY
06/23/1989 - 11/01/2012
FIELDPOINT PRIVATE SECURITIES, LLC (NEW YORK NY)
CT
02/05/1987 - 01/01/1990
HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)
BC
Issued 02/27/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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