Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Richard Dagistino is a financial advisor with over 30 years of experience in the financial services industry. William has worked with several firms over his career, including Lehman Brothers Inc., Inland Securities Corporation, The Goldsher Investment Company, Inc., Citigroup Global Markets Inc., Morgan Stanley, and now Raymond James & Associates, Inc. He holds several licenses and designations, including Series 7, Series 24, Series 63, and Series 65 as well as the Certified Financial Planner designation. William has been a financial advisor at Raymond James & Associates, Inc. since April 2019. He focuses on providing a wide range of financial services, including financial planning, portfolio management, and investment 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.
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.
Please see note in schedule d - miscellaneous
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
04/30/2019 - Present
Raymond James & Associates, Inc. (BOCA RATON FL)
FL
06/01/2009 - 04/23/2019
MORGAN STANLEY (BOCA RATON FL)
FL
07/31/1993 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (BOCA RATON FL)
NY
09/12/1991 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
CT
02/09/1990 - 10/01/1991
NWNL MANAGEMENT CORPORATION (WINDSOR CT)
IL
02/26/1988 - 12/31/1989
INLAND SECURITIES CORPORATION (OAK BROOK IL)
NA
03/24/1987 - 12/01/1987
THE GOLDSHER INVESTMENT COMPANY, INC.
IA
Issued 09/11/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/15/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/08/1987
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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