Unclaimed
William Edward Giordano is a financial professional with over 20 years of experience in the industry. William has held positions with several firms including Prudential Annuities Distributors, Inc., Manulife Financial Securities LLC, American Skandia Marketing, Inc. and Independent Financial Securities, Inc. Currently, William is associated with Clarendon Insurance Agency, Inc. William has a strong background in investment company products and variable contracts. William holds the Series 6, Series 26, Series 63, and Series 65 licenses.
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.
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.
1
2
IN
08/05/2021 - Present
Clarendon Insurance Agency, Inc. (Zionsville IN)
CT
10/29/2004 - 08/07/2018
PRUDENTIAL ANNUITIES DISTRIBUTORS, INC (SHELTON CT)
MA
06/26/2003 - 09/21/2004
MANULIFE FINANCIAL SECURITIES LLC (BOSTON MA)
CT
11/06/1998 - 06/11/2001
AMERICAN SKANDIA MARKETING, INC. (SHELTON CT)
NA
01/29/1997 - 08/08/1997
INDEPENDENT FINANCIAL SECURITIES, INC.
IA
Issued 03/27/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/19/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/17/2007
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 08/07/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/28/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure William Giordano is the right advisor for you? Invested Better is here to help.