Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam J. Cunliffe is an Investment Advisor Representative at Covenant Asset Management, LLC based in Chester, NJ. William has been in the industry since 2006 and has experience working with high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. William is registered in New Jersey and has passed the Series 63 and Series 65 exams. Covenant Asset Management, LLC is a registered investment advisor with offices in Chester, NJ. The firm offers a variety of advisory services including financial planning and portfolio management.
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.
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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NJ
03/21/2023 - Present
Covenant Asset Management, LLC (CHESTER NJ)
IA
Issued 06/09/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/24/2007
Series 63 - Uniform Securities Agent State Law Examination
Active
Inactive
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