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. Graham is a registered Investment Advisor Representative in New York. William is associated with Latitude Advisors, LLC and has been in the industry since 2002. William holds Series 6 and Series 63 licenses, as well as the Securities Industry Essentials Exam. William is a Certified Public Accountant with experience as a tax advisor. William has experience in investment advising and has been associated with various firms throughout his career. William focuses on individuals, pension and profit sharing plans, and corporations or other businesses. William's firm manages assets for a variety of clients including individuals, high-net-worth individuals, and corporations.
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.
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.
Third party referral fees
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2
FL
08/19/2021 - Present
Latitude Advisors, LLC (VERO BEACH FL)
NY
01/26/2010 - 11/22/2013
GWN SECURITIES INC. (BROOKLYN NY)
NY
10/14/2005 - 12/31/2009
MEDALLION INVESTMENT SERVICES, INC. (BROOKLYN NY)
NY
10/05/2005 - 10/13/2005
LONG ISLAND FINANCIAL GROUP, INC. (ROSLYN NY)
IL
06/30/2004 - 08/13/2004
TERRA SECURITIES CORPORATION (SCHAUMBURG IL)
CT
05/09/2002 - 06/30/2004
HOCHMAN & BAKER SECURITIES, INC. (STAMFORD CT)
NY
12/08/1998 - 08/02/1999
NORTH RIDGE SECURITIES CORP. (MELVILLE NY)
TX
07/30/1998 - 11/16/1998
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
NY
11/01/1996 - 03/06/1998
CFS BROKERAGE CORP. (NEW YORK NY)
BC
Issued 05/08/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/08/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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