Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam R. Vigor is an investment advisor representative at Tiaa-Cref Individual & Institutional Services, LLC. William has been in the industry since September 21, 2000. William has a strong track record of success in helping clients achieve their financial goals. William is a registered representative in Connecticut, Florida, Maine, Massachusetts, New Hampshire, New York, Rhode Island, and Virginia. William holds the Series 6, 7, 55, and 63 securities licenses as well as the Series 65 investment advisor license. William specializes in financial planning, portfolio management for individuals, and selection of other advisors. William has a commitment to providing his clients with personalized service and comprehensive financial advice.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
MA
02/21/2014 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Waltham MA)
MA
01/01/2005 - 01/16/2014
JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)
MA
09/25/2003 - 01/01/2005
SIGNATOR INVESTORS, INC. (BOSTON MA)
NJ
01/10/2003 - 09/12/2003
CITISTREET EQUITIES LLC (SOMERSET NJ)
NY
05/01/2000 - 04/10/2002
LAZARD FRERES & CO. LLC (NEW YORK NY)
NY
10/15/1999 - 03/08/2000
NYLIFE SECURITIES INC. (NEW YORK NY)
IA
Issued 02/11/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/06/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 05/19/2000
Series 7 - General Securities Representative Examination
BC
Issued 10/12/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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