Unclaimed
William George Jundanian is an investment advisor representative at Masterworks Advisers, LLC. William has been working in the financial industry since 2016, and has been associated with Masterworks Advisers, LLC since June 2023. William is licensed in New York and Texas. William holds a Series 66, Series 7TO, and SIE licenses. William previously worked at Arete Wealth Management, LLC.
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.
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.
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2
NY
06/30/2023 - Present
Masterworks Advisers, LLC (NEW YORK NY)
NY
01/01/2022 - 02/27/2023
ARETE WEALTH MANAGEMENT, LLC (New York NY)
BOTH
Issued 03/12/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/31/2021
Series 7TO - General Securities Representative Examination
BC
Issued 11/12/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
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