Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Sam Kallaos has been in the financial services industry since 2001 and is currently registered with Cornerstone Wealth Management, LLC. William is a registered representative and investment advisor representative in Missouri. William has previously worked for Merrill Lynch and Morgan Stanley. William's primary focus is on providing investment advisory services and financial planning. He offers a range of investment advisory services including portfolio management for individuals and businesses. William specializes in working with high net worth individuals, charitable organizations, pension and profit-sharing plans, and corporations or other businesses.
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.
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.
Lpl sponsored advisory programs; investment management & research subscription licensing
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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2
MO
03/01/2017 - Present
Cornerstone Wealth Management, LLC (Chesterfield MO)
MO
02/03/2003 - 12/03/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CLAYTON MO)
NY
05/25/2001 - 02/04/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 07/05/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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