Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Crandall is an investment advisor representative associated with State Farm Investment Management Corp. William has been in the industry for 2 years and is registered to provide investment advice in New York, Pennsylvania, and Vermont. William specializes in providing portfolio management for individuals and investment companies. In addition to investment advice, William also offers insurance services through his own agency, William Crandall's Insurance Agency.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
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NY
11/27/2023 - Present
State Farm Investment Management Corp. (Rochester NY)
IA
Issued 05/26/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/12/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/01/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/03/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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