Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Glubiak is an investment advisor representative with Seia. William has been in the industry since 1994. William has passed the Series 6, 7, 31, and SIE exams. William is currently registered in Colorado, Connecticut, Delaware, Florida, Georgia, Maine, Michigan, New Hampshire, New York, Ohio, Texas, Utah, Vermont, and Virginia. William also has a Series 63 license. Before joining Seia, William was a registered representative with Securities America, Inc. and Cadaret Grant & Co., Inc. William's experience includes financial planning, portfolio management, and educational seminars.
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.
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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2
OH
06/27/2024 - Present
Seia (Cleveland OH)
OH
04/07/2021 - 06/17/2024
CADARET, GRANT & CO., INC. (Cleveland OH)
OH
07/15/2005 - 04/15/2021
SECURITIES AMERICA, INC. (MAYFIELD HEIGHTS OH)
IN
11/22/1994 - 07/20/2005
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
11/22/1994 - 07/20/2005
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BC
Issued 01/11/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/27/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 11/03/2003
Series 7 - General Securities Representative Examination
BC
Issued 11/21/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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