Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Settembrino is an investment advisor representative with Cadaret, Grant & CO., Inc. William has been in the industry since March 1996. William has licenses in 22 states and holds both Series 7 and Series 63 securities licenses. William is also a registered investment advisor in New York. William's primary focus is on providing financial planning and portfolio management services to individuals, families, businesses, and retirement plans. William also provides educational seminars for clients.
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.
A percentage of the total value of assets under management is charged.
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2
NY
05/04/2021 - Present
Cadaret, Grant & CO., Inc. (Wappingers Falls NY)
NY
03/05/1996 - 07/03/1997
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 03/21/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/08/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/09/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/04/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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