Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Thomas Galvin is a financial advisor at Gregory J. Schwartz & Co., Inc., a firm with offices in Bloomfield Hills, MI. William has over 50 years of experience in the financial services industry, having worked with several firms prior to joining Gregory J. Schwartz & Co., Inc. William is registered with the state of Michigan and Florida. He holds the Series 7TO, SIE, and Series 1 licenses. William specializes in providing financial advice to a diverse clientele including individuals, high-net-worth individuals, charitable organizations, corporations, pension and profit-sharing plans, and pooled investment vehicles. William's experience and commitment to client service make him a valuable asset to any investor seeking comprehensive financial 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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
1
2
MI
11/08/1978 - Present
Gregory J. Schwartz & CO., Inc. (BLOOMFIELD HILLS MI)
NA
10/11/1972 - 12/20/1978
MUTUAL SERVICE CORPORATION
NA
05/12/1972 - 11/06/1972
INVESTOR SERVICES GENERAL CORPORATION
NA
06/03/1969 - 05/07/1972
FINANCIAL SERVICES CORPORATION OF AMERICA
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/29/1969
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
Not sure William Galvin is the right advisor for you? Invested Better is here to help.
