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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam George Caster is an investment advisor representative with Gries Financial Partners. William has been in the industry for over 30 years and has experience in both brokerage and investment advisory services. William holds Series 7, 9, 10, 63, 65, and 66 licenses and has a solid understanding of the financial markets. William is committed to providing clients with personalized financial advice and strategies to help them achieve their financial goals. William has worked with several other financial firms in the past including MBSC Securities Corporation, McDonald Investments Inc., and Key Investments Inc. William is an active member of the industry and has a strong understanding of the regulatory landscape. William is committed to providing clients with ethical and transparent advice.
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.
Personal trustee services, bill pay, and tax prep assistance
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Personal trustee services, bill pay, and tax prep assistance
1
2
OH
05/21/2024 - Present
Gries Financial Partners (CLEVELAND OH)
NY
01/14/2009 - 10/15/2010
MBSC SECURITIES CORPORATION (NEW YORK NY)
OH
05/14/1999 - 02/15/2007
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
OH
03/03/1995 - 05/14/1999
KEY INVESTMENTS INC. (CLEVELAND OH)
NA
07/27/1992 - 03/03/1995
SOCIETY INVESTMENTS, INC.
NA
10/16/1990 - 07/27/1992
AT INVESTMENT SERVICES CORP.
NA
04/23/1986 - 03/13/1989
MCDONALD & COMPANY SECURITIES, INC.
IA
Issued 05/20/2024
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 09/09/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/14/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/16/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/25/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/19/1986
Series 7 - General Securities Representative Examination
Active
Inactive
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