Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Robert Micari is an investment advisor representative with Cambridge Investment Research Advisors, Inc., located in Bristol, CT. William has been in the industry since 1990. William has a broad range of experience, including securities, insurance, and investment advising. William holds various registrations and licenses, including Series 6, 7, 63, and 65. William has experience serving a variety of clients, including individuals, families, and businesses. William is committed to providing personalized investment advice and guidance to help clients reach their financial goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
CT
02/29/2008 - Present
Cambridge Investment Research Advisors, Inc. (Bristol CT)
CT
03/01/1996 - 03/03/2008
MML INVESTORS SERVICES, INC. (WATERTOWN CT)
NA
09/04/1990 - 03/01/1996
G. R. PHELPS & CO., INC.
IA
Issued 09/15/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/29/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/02/1997
Series 7 - General Securities Representative Examination
BC
Issued 08/30/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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