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. Casagrande is an experienced financial advisor, with over 25 years of experience in the industry. William is a Registered Representative with Commonwealth Financial Network. William specializes in providing comprehensive financial planning services to individuals and families, as well as retirement planning, investment management, and insurance planning. William is committed to helping clients achieve their financial goals. William's prior experience includes roles at Signator Investors, Inc., and John Hancock Mutual Life Insurance Company. William holds the Series 6, 7, 24, 63 and 65 securities licenses, along with the SIE exam. William is a Chartered Financial Consultant.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MA
03/07/2001 - Present
Commonwealth Financial Network (BURLINGTON MA)
MA
01/11/1996 - 02/21/2001
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
01/11/1996 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IA
Issued 07/09/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/10/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/25/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/22/2000
Series 7 - General Securities Representative Examination
BC
Issued 01/10/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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