Unclaimed
William Walter Gammon is a financial professional with over 20 years of experience in the financial services industry. William has been registered with Ameriprise Financial Services, LLC since 2010. Before joining Ameriprise Financial, William was registered with Centaurus Financial, Inc., Questar Capital Corporation, USAllianz Securities, Inc., New England Securities and Prudential Securities Incorporated. William has held numerous licenses, including Series 3, 6, 7, 63, and 65. William is currently registered with the state of Texas. William's areas of expertise include financial planning, pension consulting, and portfolio management. William is committed to providing his clients with the highest level of personalized service.
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.
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.
Asset allocation services
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
MD
02/08/2010 - Present
Ameriprise Financial Services, LLC (Hunt Valley MD)
MD
05/10/2007 - 02/26/2010
CENTAURUS FINANCIAL, INC. (TOWSON MD)
MD
12/01/2006 - 05/21/2007
QUESTAR CAPITAL CORPORATION (TOWSON MD)
MD
08/17/2001 - 12/01/2006
USALLIANZ SECURITIES, INC. (TOWSON MD)
NY
11/03/1997 - 09/26/2001
NEW ENGLAND SECURITIES (NEW YORK NY)
NY
02/05/1990 - 03/24/1995
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
03/22/1988 - 02/14/1990
SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)
IA
Issued 06/15/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/17/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/11/1998
Series 7 - General Securities Representative Examination
BC
Issued 10/07/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/25/1988
Series 3 - National Commodity Futures Examination
Active
Inactive
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