Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Charles Paradee has been in the financial services industry since 2001. He is currently registered with Commonwealth Financial Network and has been with the firm since October 2011. William is a registered representative and investment advisor representative. William is licensed in 13 states. Prior to Commonwealth Financial Network, William was with EDWARD JONES and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. William is a registered representative and investment advisor representative. William is licensed in 13 states.
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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DE
10/07/2011 - Present
Commonwealth Financial Network (DOVER DE)
DE
05/15/2003 - 10/10/2011
EDWARD JONES (DOVER DE)
NY
05/10/2001 - 05/19/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 05/30/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/09/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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