Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Callahan is a financial advisor at Pinnacle Investments, LLC. William has been in the financial industry for over 30 years and is registered with the Securities and Exchange Commission as well as the state of Florida. William specializes in providing financial planning, portfolio management and educational seminars to individuals and businesses. William also works with clients in Alabama, California, Connecticut, Delaware, Illinois, Massachusetts, Nevada, New Hampshire, New Jersey, New York, North Carolina, Oregon, Pennsylvania, South Carolina, Texas and other states.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
Educational workshops
1
2
FL
01/02/2025 - Present
Pinnacle Investments, LLC (West Palm Beach FL)
FL
01/14/2011 - 09/14/2021
AMERIPRISE FINANCIAL SERVICES, LLC (PALM BEACH GARDENS FL)
FL
06/01/2009 - 01/21/2011
MORGAN STANLEY SMITH BARNEY (W. PALM BEACH FL)
FL
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (W. PALM BEACH FL)
FL
09/20/2000 - 04/02/2007
MORGAN STANLEY DW INC. (W. PALM BEACH FL)
NJ
05/30/1995 - 09/29/2000
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NJ
05/02/1994 - 04/28/1995
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
WI
05/19/1992 - 04/14/1994
NORTHWESTERN MUTUAL INVESTMENT SERVICES, INC. (MILWAUKEE WI)
WI
05/19/1992 - 04/14/1994
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BC
Issued 06/09/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/1994
Series 7 - General Securities Representative Examination
BC
Issued 05/18/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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