Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Sapione is a financial advisor with over 20 years of experience in the industry. He has been with A.g.p. / Alliance Global Partners since July 2022. Prior to joining the firm, William worked at National Securities Corporation for nearly 20 years. William specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisors.
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.
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.
Sub-adviser of pooled investment vehicle charges a performance f
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2
CT
07/01/2022 - Present
A.g.p. / Alliance Global Partners (WESTPORT CT)
NY
09/20/2002 - 07/05/2022
NATIONAL SECURITIES CORPORATION (NEW YORK NY)
NY
05/29/1997 - 09/24/1997
ON-LINE INVESTMENT SERVICES, INC. (NEW YORK NY)
NY
08/21/1996 - 01/27/1997
JOSEPHTHAL LYON & ROSS INCORPORATED (NEW YORK NY)
NY
07/08/1993 - 07/15/1996
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
BC
Issued 11/01/2002
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/07/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/30/1995
Series 3 - National Commodity Futures Examination
BC
Issued 02/12/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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