Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Richardson is a financial advisor with Commonwealth Financial Network. William is a registered representative with a Series 7 and a Series 6 registration as well as holding a Series 63 and a Series 65 license. William has been in the industry since 1995 and has prior experience with Jefferson Pilot Securities Corporation, Lincoln Financial Advisors Corporation and Cigna Financial Advisors, Inc. William's current registration is active in Connecticut, Massachusetts and other states. William Richardson is a financial advisor who helps individuals and businesses with financial planning, portfolio management and other services. William can assist with portfolio management for individuals, businesses, and pensions.
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.
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CT
10/18/2006 - Present
Commonwealth Financial Network (AVON CT)
CT
01/04/1999 - 10/16/2006
JEFFERSON PILOT SECURITIES CORPORATION (EAST HARTFORD CT)
IN
06/01/1998 - 01/12/1999
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
PA
01/31/1995 - 06/01/1998
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
IA
Issued 01/31/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/30/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/2002
Series 7 - General Securities Representative Examination
BC
Issued 01/30/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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