Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Edward Bulmer is a financial advisor with over 28 years of experience in the financial services industry. William holds multiple licenses and registrations, including the Series 7, 24, 27, 63, 65, and 99TO. William has been with Cadaret, Grant & Co., Inc. since 2013, and is also an owner of Progressive Financial Planning Services Inc., a Registered Investment Advisor firm in Melville, New York. William specializes in financial planning, investment advisory, and insurance services, serving 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.
A percentage of the total value of assets under management is charged.
1
2
FL
12/21/2023 - Present
Cadaret, Grant & CO., Inc. (BOCA RATON FL)
NY
09/22/2005 - 08/09/2007
AUDOBON SECURITIES, INC. (NEW YORK NY)
NY
06/03/2004 - 03/02/2005
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
IN
06/11/1992 - 04/29/2004
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
NY
10/02/1989 - 12/31/1991
CADARET, GRANT & CO., INC. (SYRACUSE NY)
NA
03/25/1988 - 10/02/1989
CADARET, GRANT & CO., INC.
NA
07/21/1987 - 05/05/1988
E. F. HUTTON & COMPANY INC
BC
Issued 07/10/2013
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/11/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/28/2011
Series 27 - Financial and Operations Principal Examination
BC
Issued 11/30/1998
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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