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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Dion is a financial advisor with Cerity Partners LLC, a firm focused on investment advisory services. William has been in the financial industry since 1995. William is based in Boston, Massachusetts, and has been registered as an investment advisor in Massachusetts since 2019. William has been a Certified Financial Planner since and has experience working with individuals, high-net-worth individuals, businesses, charitable organizations, and pension plans.
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.
Tax services; bill pay
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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MA
01/27/2025 - Present
Cerity Partners LLC (BOSTON MA)
RI
10/30/1998 - 10/26/2004
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
RI
07/13/1995 - 10/30/1998
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
IA
Issued 05/25/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/18/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/19/1999
Series 7 - General Securities Representative Examination
BC
Issued 07/12/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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