Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Matthew Cratty is an investment advisor with over 20 years of experience in the industry. William is currently registered with Ameriprise Financial Services, LLC, a firm with over $479 billion in regulatory assets under management. Previously, William was registered with AXA Advisors, LLC, Park Avenue Securities LLC, MetLife Securities Inc., and Metropolitan Life Insurance Company. William offers a variety of services to individuals, families, businesses, and institutions, including financial planning, asset allocation, and portfolio management. William is also a licensed insurance broker and offers a variety of insurance products.
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.
Asset allocation services
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
MA
06/10/2021 - Present
Ameriprise Financial Services, LLC (Norwell MA)
MA
01/04/2011 - 06/24/2014
AXA ADVISORS, LLC (HINGHAM MA)
MA
04/26/2006 - 01/07/2011
PARK AVENUE SECURITIES LLC (ROCKLAND MA)
MA
12/07/1999 - 04/27/2006
METLIFE SECURITIES INC. (SCITUATE MA)
MA
12/07/1999 - 04/27/2006
METROPOLITAN LIFE INSURANCE COMPANY (SCITUATE MA)
IA
Issued 11/03/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/24/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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