Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Gillett is a registered investment advisor representative with Commonwealth Financial Network in FISHKILL, NY. William has been in the industry since 1990 and has held a Series 6 and Series 63 license since 1990. In 2018 and 2019 William obtained his Series 7 and SIE licenses. William also holds active registrations in Arizona, Connecticut, Florida, Massachusetts, New Hampshire, New Jersey, New York, North Carolina, Pennsylvania, Vermont, and West Virginia. William has been with Commonwealth Financial Network since 1997.
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.
1
2
NY
06/29/2021 - Present
Commonwealth Financial Network (FISHKILL NY)
AZ
03/20/1995 - 12/15/1997
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
MA
01/07/1991 - 03/29/1995
ALLMERICA INVESTMENTS, INC. (WORCESTER MA)
NJ
07/18/1990 - 01/16/1991
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
07/18/1990 - 01/16/1991
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
BC
Issued 07/13/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/15/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/13/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure William Gillett is the right advisor for you? Invested Better is here to help.
