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 Galvin is a financial advisor with over 20 years of experience in the industry. William is currently a Registered Representative and Investment Advisor Representative with Hightower Advisors, LLC. Previously, William has worked with various firms including Equitable Advisors, LLC, MONY Securities Corporation, Trusted Securities Advisors Corp., and American Skanda Marketing, Inc. William is also a Certified Financial Planner. His experience and qualifications allow William to offer a wide range of financial services to clients. He specializes in working with high-net-worth individuals, corporations, 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.
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.
Treasury management for corporate clients
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.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
NY
01/04/2024 - Present
Hightower Advisors, LLC (Pearl River NY)
CT
08/04/2004 - 01/04/2024
EQUITABLE ADVISORS, LLC (STAMFORD CT)
NY
06/07/2001 - 08/16/2004
MONY SECURITIES CORPORATION (NEW YORK NY)
NY
12/11/2001 - 12/31/2002
TRUSTED SECURITIES ADVISORS CORP. (NEW YORK NY)
CT
04/24/2000 - 07/05/2001
AMERICAN SKANDIA MARKETING, INC. (SHELTON CT)
BC
Issued 04/27/2001
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 02/08/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/24/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/07/2001
Series 7 - General Securities Representative Examination
BC
Issued 04/21/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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