Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Durand is a financial advisor with over 30 years of experience in the financial services industry. William is currently registered as a Registered Representative and Investment Advisor Representative with Cambridge Investment Research Advisors, Inc. William has a strong track record of helping clients achieve their financial goals. William is committed to providing personalized financial advice and guidance to help his clients make informed decisions about their money.
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.
Solicitation fees from 3rd party money managers
1
2
CT
02/05/2013 - Present
Cambridge Investment Research Advisors, Inc. (STAMFORD CT)
CA
08/01/2003 - 12/10/2003
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
NY
11/30/1988 - 08/01/2003
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
NY
06/10/1985 - 12/13/1988
SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)
NA
03/13/1984 - 05/23/1985
NATHAN, LEWIS & GRANT, INC.
NA
01/25/1984 - 04/05/1984
HOME LIFE EQUITY SALES CORP.
IA
Issued 03/06/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/12/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/11/1989
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/1985
Series 3 - National Commodity Futures Examination
BC
Issued 12/15/1984
Series 7 - General Securities Representative Examination
BC
Issued 02/01/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 01/12/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure William Durand is the right advisor for you? Invested Better is here to help.
