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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 Joseph Constantine is a registered investment advisor representative with 1919 Investment Counsel, LLC based in NEW YORK, NY. William Joseph Constantine has been in the industry since 1979. He has passed the Series 1, 63, 65 and 7 exams, as well as the Uniform Investment Adviser Law Examination. Prior to his current role, William Joseph Constantine was employed at DEUTSCHE BANK SECURITIES INC. and SCUDDER INVESTOR SERVICES, INC.. 1919 Investment Counsel, LLC provides a variety of advisory services, including portfolio management for individuals, businesses, and investment companies, financial planning, and pension consulting.
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.
Strategic management for diversified investment portfolios.
Nondiscretionary investment advice and certain family office services
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.
Asset-based fees for nondiscretionary model advice
1
2
NY
01/04/2005 - Present
1919 Investment Counsel, LLC (NEW YORK NY)
NY
10/21/2003 - 01/13/2005
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
NY
07/02/1979 - 10/21/2003
SCUDDER INVESTOR SERVICES, INC. (NEW YORK NY)
IA
Issued 05/12/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/16/1979
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/22/1992
Series 7 - General Securities Representative Examination
BC
Issued 06/28/1979
Series 1 - Registered Representative Examination
Active
Inactive
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