Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Perham is a financial advisor registered with Symmetry Partners. William has been working in the securities industry since 2008. William's registration with Symmetry Partners began in 2018. Before joining Symmetry Partners, William was an advisor with VOYA FINANCIAL ADVISORS, INC. and METLIFE INVESTORS DISTRIBUTION COMPANY.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Sub-advisor
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.
Fee paid for sub-advisor services provided to ria
1
2
CT
11/02/2018 - Present
Symmetry Partners (GLASTONBURY CT)
CT
05/14/2014 - 05/01/2018
VOYA FINANCIAL ADVISORS, INC. (WINDSOR CT)
CT
07/04/2008 - 04/08/2014
METLIFE INVESTORS DISTRIBUTION COMPANY (BLOOMFIELD CT)
IA
Issued 11/02/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/28/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/03/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure William Perham is the right advisor for you? Invested Better is here to help.
