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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Duberstein is an investment advisor representative at Stone Oak Capital, LLC. William holds a Series 65 license, and has been active in the industry since 2015. William is registered to provide investment advice in California. William has prior experience at Wedbush Securities, Inc., Happy Earth, Inc., and The Motley Fool, Inc.. William also has experience at Tiburon Capital Management, LLC. William is a freelance writer for The Motley Fool, Inc., providing commentary on individual stocks, sectors, and the markets generally. William is experienced in portfolio management for individuals and pooled investment vehicles. Stone Oak Capital, LLC, is a Registered Investment Advisor, offering investment advice services and publication of periodicals. The firm primarily manages assets for high-net-worth individuals and pooled investment vehicles.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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CA
01/01/2025 - Present
Stone OAK Capital, LLC (Los Angeles CA)
IA
Issued 11/09/2016
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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