Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Henry Roach is a registered investment advisor representative with Globalt Investments. William has been in the industry since 1985. He holds Series 3, 5, 7, and 15 licenses as well as the Series 63 state license. William has prior experience with Goldman, Sachs & Co. He specializes in providing portfolio management for businesses and individuals.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Model portfolio provider
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.
Percent of model portfolio fee
1
2
GA
11/20/2023 - Present
Globalt Investments (ATLANTA GA)
NA
10/22/1985 - 01/15/1988
GOLDMAN, SACHS & CO.
BC
Issued 12/06/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/06/1986
Series 3 - National Commodity Futures Examination
BC
Issued 12/20/1985
Series 15 - Foreign Currency Options Examination
BC
Issued 12/04/1985
Series 5 - Interest Rate Options Examination
BC
Issued 10/19/1985
Series 7 - General Securities Representative Examination
Active
Inactive
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