Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Gerard Decker is a financial advisor who has been in the industry since 1995. William currently works for Cadaret, Grant & CO., Inc., a firm based in East Syracuse, NY. William has previously held positions at LPL FINANCIAL LLC, KEY INVESTMENT SERVICES LLC, MCDONALD INVESTMENTS INC., KEY INVESTMENTS INC., A. G. EDWARDS & SONS, INC., and OLDE DISCOUNT CORPORATION. William is registered with the Financial Industry Regulatory Authority (FINRA) and has passed the Series 6, 7, 52, 63, and 66 exams.
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.
A percentage of the total value of assets under management is charged.
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NY
05/04/2021 - Present
Cadaret, Grant & CO., Inc. (East Syracuse NY)
NY
08/01/2012 - 09/12/2016
LPL FINANCIAL LLC (OSWEGO NY)
NY
01/03/2006 - 08/02/2012
KEY INVESTMENT SERVICES LLC (MEXICO NY)
NY
05/14/1999 - 12/31/2005
MCDONALD INVESTMENTS INC. (MEXICO NY)
OH
04/10/1997 - 05/14/1999
KEY INVESTMENTS INC. (CLEVELAND OH)
MO
10/14/1996 - 02/13/1997
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
MI
09/12/1995 - 10/22/1996
OLDE DISCOUNT CORPORATION (DETROIT MI)
BOTH
Issued 10/30/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/19/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/30/1996
Series 7 - General Securities Representative Examination
BC
Issued 09/11/1995
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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