Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Nadler is an investment advisor representative with Raymond James Financial Services Advisors, Inc. William Nadler has been in the industry since 1987. William Nadler holds the following licenses: Series 7, Series 24, Series 51, Series 63, and Series 66. William Nadler works out of the Greenwood Village, CO office of Raymond James Financial Services Advisors, Inc.. William Nadler is registered with FINRA as well as 26 states.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
CO
02/18/2010 - Present
Raymond James Financial Services Advisors, Inc. (Greenwood Village CO)
CO
06/19/1998 - 08/21/2006
CITIGROUP GLOBAL MARKETS INC. (DENVER CO)
NY
10/04/1993 - 06/19/1998
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
04/23/1990 - 10/08/1993
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NA
02/17/1988 - 05/08/1990
DAIN BOSWORTH INCORPORATED
NA
03/05/1986 - 02/11/1987
SOURCE SECURITIES, INC.
NA
09/25/1985 - 10/07/1985
DUNHILL INVESTMENTS LTD.
BOTH
Issued 02/15/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/04/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/19/2007
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 11/29/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure William Nadler is the right advisor for you? Invested Better is here to help.
