Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Michael Peragine is an investment advisor representative who is registered with Global Retirement Partners LLC. William Peragine has been in the industry for over 30 years and has experience working with a variety of clients, including high-net-worth individuals, corporations, and retirement plans. William Peragine specializes in financial planning, portfolio management, and pension consulting.
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.
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
06/24/2019 - Present
Global Retirement Partners LLC (Melville NY)
NY
09/10/2014 - 06/25/2019
WELLS FARGO CLEARING SERVICES, LLC (MELVILLE NY)
NY
06/01/2009 - 10/01/2014
MORGAN STANLEY (JERICHO NY)
NY
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (JERICHO NY)
NY
02/02/2007 - 04/02/2007
MORGAN STANLEY DW INC. (JERICHO NY)
NY
07/29/1999 - 02/12/2007
UBS FINANCIAL SERVICES INC. (HUNTINGTON NY)
NY
05/10/1993 - 07/30/1999
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NJ
04/20/1990 - 05/18/1993
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
01/19/1988 - 05/08/1990
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 04/21/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/28/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/27/1998
Series 31 - Futures Managed Funds Examination
BC
Issued 01/16/1988
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure William Peragine is the right advisor for you? Invested Better is here to help.
