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William Joseph Gildea

CJS Securities, Inc.

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About William Joseph Gildea

William Gildea is a securities professional with a strong foundation in the financial industry. William holds several industry licenses including Series 7TO, Series 86, Series 87, and Series 63 and is currently registered with CJS Securities, Inc. in New York. William is committed to providing clients with comprehensive financial guidance and investment strategies.

Firm Information

William Gildea is currently registered with CJS Securities, Inc.. CJS Securities, Inc. is a corporation that was formed on November 6, 1997. They are registered with the SEC and in 39 states.

Not reported

Assets Under Management

Not reported

Total Clients

11

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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William Gildea’s Registration & Firm History

NY

12/20/2023 - Present

CJS Securities, Inc. (WHITE PLAINS NY)

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Licenses & Designations

BC

Issued 01/25/2024

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/20/2024

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 03/11/2024

Series 86 - Research Analyst Exam - Part I Analysis Module

BC

Issued 12/20/2023

Series 7TO - General Securities Representative Examination

BC

Issued 11/30/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for William Joseph Gildea.
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