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 Dudes is a financial professional who has been working in the industry since 1985. William is registered with Pleasantdale Wealth Management, LLC and has experience providing financial advice to a variety of clients, including individuals, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations or other businesses. William is a Chartered Financial Consultant and has a variety of licenses and certifications, including Series 7, Series 24, Series 27, and Series 63. William also previously worked at American Portfolios Financial Services, Inc., Walnut Street Securities, Inc., Nathan & Lewis Securities, Inc., The Lincoln National Life Insurance Company, Cadaret, Grant & Co., Inc., and First Investors Corporation.
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.
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.
A percentage of the total value of assets under management is charged.
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2
NJ
06/12/2019 - Present
Pleasantdale Wealth Management, LLC (Hackettstown NJ)
NJ
07/21/2008 - 08/01/2019
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (HACKETTSTOWN NJ)
NJ
08/01/2003 - 07/22/2008
WALNUT STREET SECURITIES, INC. (WEST PATTERSON NJ)
NY
01/11/1990 - 08/01/2003
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
IN
05/14/1992 - 08/05/1992
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NA
10/17/1988 - 01/12/1990
CADARET, GRANT & CO., INC.
NY
04/23/1985 - 01/12/1990
CADARET, GRANT & CO., INC. (SYRACUSE NY)
NA
06/18/1987 - 10/26/1987
FIRST INVESTORS CORPORATION
BC
Issued 10/10/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/05/1998
Series 24 - General Securities Principal Examination
BC
Issued 11/16/1985
Series 27 - Financial and Operations Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/1985
Series 7 - General Securities Representative Examination
Active
Inactive
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