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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Morrissey is a financial advisor with Cadaret, Grant & Co., Inc., with over 30 years of experience in the industry. William has served as an investment advisor in New York, California, and Rhode Island. William is a registered representative and investment advisor with Cadaret, Grant & Co., Inc., as well as an active member of the industry with various licenses and certifications. William provides financial planning, portfolio management, and pension consulting services to individuals, businesses, and retirement plans.
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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CA
01/01/2025 - Present
Cadaret, Grant & CO., Inc. (San Diego CA)
NY
02/25/2020 - 04/09/2021
PARK AVENUE SECURITIES LLC (NEW YORK NY)
CA
03/11/2004 - 09/25/2018
LPL FINANCIAL LLC (SAN DIEGO CA)
RI
01/11/2001 - 10/28/2002
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
RI
06/08/1999 - 03/13/2000
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
RI
01/30/1987 - 06/08/1999
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
IA
Issued 03/16/1990
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/17/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/04/2015
Series 24 - General Securities Principal Examination
BC
Issued 02/21/2023
Series 99TO - Operations Professional Examination
BC
Issued 09/25/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/1987
Series 7 - General Securities Representative Examination
BC
Issued 01/29/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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