Unclaimed
William Scott Paddor is a financial advisor at Vanderbilt Advisory Services. William is a registered investment advisor and a securities representative with over 20 years of experience in the financial industry. William has worked with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. He provides a range of services, including financial planning, portfolio management, and insurance sales and service. William has a strong understanding of the financial markets and is dedicated to providing his clients with personalized advice and guidance.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
IL
01/17/2025 - Present
Vanderbilt Advisory Services (Northbrook IL)
IL
03/03/2003 - 09/01/2009
WATERSTONE FINANCIAL GROUP, INC. (NORTHBROOK IL)
IL
12/11/2001 - 03/04/2003
MESIROW FINANCIAL, INC. (CHICAGO IL)
NJ
05/21/2001 - 12/20/2001
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
NY
04/24/2000 - 05/10/2000
CREDIT SUISSE FIRST BOSTON CORPORATION (NEW YORK NY)
NA
01/11/1994 - 02/07/1994
EQUICO SECURITIES, INC.
NA
01/11/1994 - 02/07/1994
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
BOTH
Issued 06/09/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/10/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/2000
Series 7 - General Securities Representative Examination
BC
Issued 01/10/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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