Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Joseph Cunningham is a financial advisor with over 25 years of experience. Currently, William is a Registered Investment Advisor Representative with Pinnacle Advisors. William is also a Certified Financial Planner and a Chartered Financial Consultant. He has worked with a variety of clients, including individuals, families, businesses, and charitable organizations. William's past employment includes roles with 1st Global Capital Corp., Hancock Investment Services, Inc., Fidelity Brokerage Services LLC, NYLIFE Securities LLC, State Farm VP Management Corp., Planco Financial Services, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Fahnestock & Co., Inc., and NYLIFE Securities Inc. William is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
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.
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2
OH
06/07/2019 - Present
Pinnacle Advisors (MANSFIELD OH)
OH
10/03/2017 - 06/05/2019
1ST GLOBAL CAPITAL CORP. (NORWALK OH)
FL
02/16/2017 - 10/04/2017
HANCOCK INVESTMENT SERVICES, INC. (BRADENTON FL)
FL
12/18/2014 - 10/06/2016
FIDELITY BROKERAGE SERVICES LLC (SARASOTA FL)
FL
12/18/2006 - 12/15/2014
NYLIFE SECURITIES LLC (JACKSONVILLE FL)
IL
06/10/2004 - 07/09/2004
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
CT
04/10/2000 - 11/24/2000
PLANCO FINANCIAL SERVICES, INC. (HARTFORD CT)
NY
11/06/1997 - 03/17/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
07/20/1994 - 05/06/1997
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
11/02/1993 - 07/21/1994
FAHNESTOCK & CO., INC. (NEW YORK NY)
NY
03/21/1988 - 11/30/1993
NYLIFE SECURITIES INC. (NEW YORK NY)
BOTH
Issued 12/29/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/16/2006
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/02/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/27/2007
Series 24 - General Securities Principal Examination
BC
Issued 01/31/2007
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/2007
Series 7 - General Securities Representative Examination
BC
Issued 12/15/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/05/1988
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
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