Unclaimed
William Costigan is an investment advisor representative at Guggenheim Investments. William has been in the industry since 2008. Prior to joining Guggenheim Investments, William was employed by RUSSELL FINANCIAL SERVICES, INC., PART OF RUSSELL INVESTMENTS and KEYBANC CAPITAL MARKETS INC. William holds the Series 3, Series 7, and Series 66 licenses and is registered in 53 states. William is also a Board Member at the GLOBAL INTERDEPENDENCE CENTER.
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.
Helps you choose top advisors aligned with your financial goals.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
1
2
NY
02/22/2024 - Present
Guggenheim Investments (NEW YORK NY)
WA
08/06/2010 - 12/01/2010
RUSSELL FINANCIAL SERVICES, INC., PART OF RUSSELL INVESTMENTS (SEATTLE WA)
OH
11/12/2008 - 01/13/2009
KEYBANC CAPITAL MARKETS INC. (CLEVELAND OH)
BOTH
Issued 06/13/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/29/2022
Series 3 - National Commodity Futures Examination
BC
Issued 11/11/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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