Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Nagle is a financial advisor with Pinnacle Investments, LLC, based in East Syracuse, NY. William has been in the financial services industry since 1984. Prior to joining Pinnacle Investments, LLC, William worked at Essex Securities LLC, Signator Investors, Inc., Transamerica Financial Advisors, Inc., Investors Capital Corp., USAllianz Securities, Inc., and Mariner Financial Services, Inc. William has a strong track record of providing financial advice to individuals and families. William is committed to helping clients achieve their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
Educational workshops
1
2
NY
07/13/2019 - Present
Pinnacle Investments, LLC (EAST SYRACUSE NY)
NJ
01/30/2018 - 09/23/2019
ESSEX SECURITIES LLC (JERSEY CITY NJ)
FL
05/13/2016 - 12/31/2017
SIGNATOR INVESTORS, INC. (AVE MARIA FL)
FL
11/30/2010 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (AVE MARIA FL)
MA
05/20/2004 - 12/02/2010
INVESTORS CAPITAL CORP. (PLYMOUTH MA)
MN
09/26/2003 - 05/25/2004
USALLIANZ SECURITIES, INC. (MINNEAPOLIS MN)
MA
07/31/1997 - 09/25/2003
INVESTORS CAPITAL CORP. (LYNNFIELD MA)
NA
07/09/1997 - 07/31/1997
INVESTORS CAPITAL CORP.
FL
06/16/1992 - 07/09/1997
MARINER FINANCIAL SERVICES, INC. (LARGO FL)
GA
10/17/1991 - 06/18/1992
PLANNED INVESTMENTS INC. (ATLANTA GA)
GA
12/13/1983 - 06/21/1991
FIRST AMERICAN NATIONAL SECURITIES, INC. (DULUTH GA)
BC
Issued 11/22/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/03/1989
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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