Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Gorman is a registered Investment Advisor Representative with Corda Investment Management, LLC, and has been in the financial services industry for over 28 years. William has a strong track record of providing personalized financial advice and investment management services to individuals and families. He is committed to helping his clients achieve their financial goals and objectives. William has experience in various financial areas, including portfolio management, financial planning, and investment advisory services. Previous employers include TD Ameritrade, Inc., Edward Jones, Fidelity Brokerage Services LLC, and Chelsea Street Securities, Inc.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
TX
04/04/2022 - Present
Corda Investment Management, LLC (HOUSTON TX)
TX
02/12/2004 - 01/11/2021
TD AMERITRADE, INC. (SOUTHLAKE TX)
MO
05/06/2003 - 08/15/2003
EDWARD JONES (ST. LOUIS MO)
RI
01/26/1993 - 05/05/2003
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
NA
06/24/1992 - 10/29/1992
CHELSEA STREET SECURITIES, INC.
BOTH
Issued 04/22/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/19/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/11/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/23/1992
Series 7 - General Securities Representative Examination
Active
Inactive
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