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. Parry is a financial professional with over 20 years of experience in the industry. William is currently registered with Calton & Associates, Inc. Prior to joining Calton & Associates, Inc. William was with INVESTORS CAPITAL CORP. and RIDGEWAY & CONGER, INC. William holds the Series 63, 53, 24, 52TO, SIE and 7 licenses. William specializes in financial planning, pension consulting and selection of other advisors. William is a registered representative with Calton & Associates, Inc. in the state of New York.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NY
07/02/2015 - Present
Calton & Associates, Inc. (Morrisville NY)
NY
02/24/2014 - 07/02/2015
INVESTORS CAPITAL CORP. (MORRISVILLE NY)
NY
04/07/2005 - 03/11/2014
RIDGEWAY & CONGER, INC. (NEW WOODSTOCK NY)
NY
10/03/2003 - 03/11/2014
CLAYTON LOWELL, & CONGER INC (NEW WOODSTOCK NY)
BC
Issued 12/16/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/25/2013
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/30/2006
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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