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 Dolunt is a financial advisor with over 23 years of experience in the financial services industry. William is currently registered with Cambridge Investment Research Advisors, Inc. and has previously worked at VALIC FINANCIAL ADVISORS, INC., AUTO CLUB FUNDS, INC., MULTI-FINANCIAL SECURITIES CORPORATION, and VESTAX SECURITIES CORPORATION. William holds a Series 63, Series 66, Series 7, Series 24, and Series 6TO license. William is a licensed advisor in the states of Florida, Illinois, Indiana, Maryland, Michigan, Ohio, and Virginia. He has a strong focus on helping clients achieve their financial goals through a variety of investment and financial planning strategies. William is committed to providing his clients with personalized service and a comprehensive understanding of their financial needs.
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.
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.
Solicitation fees from 3rd party money managers
1
2
MI
08/04/2017 - Present
Cambridge Investment Research Advisors, Inc. (Farmington Hills MI)
MI
04/18/2005 - 08/10/2017
VALIC FINANCIAL ADVISORS, INC. (AUBURN HILLS MI)
MI
06/14/2004 - 05/11/2005
AUTO CLUB FUNDS, INC. (DEARBORN MI)
CO
01/01/2004 - 06/25/2004
MULTI-FINANCIAL SECURITIES CORPORATION (GREENWOOD VILLAGE CO)
OH
03/09/1994 - 01/01/2004
VESTAX SECURITIES CORPORATION (HUDSON OH)
BOTH
Issued 05/20/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/25/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/01/2000
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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