Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Karvecky is a registered representative with Equitable Advisors, LLC. William has been in the industry since 2006 and has a strong track record of success. He has a diverse range of experience in the financial services industry, including working with a variety of clients and providing a range of financial services. William is committed to providing personalized financial advice and helping his clients 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.
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.
1
2
NY
04/12/2021 - Present
Equitable Advisors, LLC (NEW YORK NY)
NY
08/07/2014 - 07/17/2015
CRAIG SCOTT CAPITAL, LLC (UNIONDALE NY)
NY
07/11/2012 - 04/22/2014
IAA FINANCIAL LLC (MELVILLE NY)
FL
06/28/2013 - 10/29/2013
INTERNATIONAL ASSETS ADVISORY, LLC (ORLANDO FL)
NY
05/14/2009 - 02/07/2012
WILMINGTON CAPITAL SECURITIES, LLC (GARDEN CITY NY)
NY
05/01/2007 - 03/25/2009
PARK AVENUE SECURITIES LLC (NEW YORK NY)
NY
07/11/2005 - 04/24/2007
AMERICAN CAPITAL PARTNERS, LLC (HAUPPAUGE NY)
BOTH
Issued 12/27/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/12/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/08/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure William Karvecky is the right advisor for you? Invested Better is here to help.
