Years of Experience
5-20+ Years
HARTFORD, CT
0 Disclosures
ADVISOR BIO
William Servis is a financial advisor who has been in the industry since 2005. William is registered with Freedom Investment Management, Inc. and is based in Hartford, CT. William previously worked at Portsmouth Financial Services, EQIS Securities, LLC, Emerson Equity LLC, Arque Capital, LTD., ATEL Securities Corporation, LPL Financial Corporation and McClurg Capital Corporation. William has passed the Series 6, 7, 63 and 66 exams and the SIE exam. William specializes in providing financial planning, pension consulting, selection of other advisors and portfolio management for individuals, businesses and pooled investment vehicles.
SPECIALIZATIONS
HARTFORD, CT
40 Years Experience
0 Disclosures
ADVISOR BIO
William James Greco is a financial advisor registered with UBS Financial Services Inc. William has been in the industry since November 1985, and holds the Series 6, 7, 63, and 65 licenses. William has been with UBS Financial Services Inc. since January 1988 and previously worked at SHEARSON LEHMAN HUTTON INC., E. F. HUTTON & COMPANY INC, and T.O. RICHARDSON CO. William provides financial advice to a variety of clients, including individuals, businesses, charitable organizations, and pensions.
SPECIALIZATIONS
WINDSOR, CT
4 Years Experience
0 Disclosures
ADVISOR BIO
William Alan Trunick is a registered representative with Voya Retirement Advisors, LLC. He has been in the industry since February 9, 2021. William has Series 7TO, SIE, 63, and 66 licenses. He has held previous registrations with CETERA ADVISOR NETWORKS LLC and FIDELITY BROKERAGE SERVICES LLC. William is currently registered in Utah. He is also co-owner of Fountain Grove Services, a cleaning company, outside of his role at Voya Retirement Advisors, LLC.
SPECIALIZATIONS
Verified
Wells Fargo Advisors Financial Network, LLC
NEW LONDON, CT
14 Years Experience
0 Disclosures
ADVISOR BIO
William Haydon is a financial advisor with Wells Fargo Advisors Financial Network, LLC. William has been in the financial services industry since 2008, has been with Wells Fargo since 2011 and is registered in Connecticut, Florida, Maine, Massachusetts, New Jersey, New York and North Carolina. William provides investment advisory services to individuals, businesses, charitable organizations, pension and profit-sharing plans, and insurance companies. William is also a registered representative of Wells Fargo and holds the Series 7, Series 24, Series 66 and SIE licenses.
SPECIALIZATIONS
STAMFORD, CT
9 Years Experience
0 Disclosures
ADVISOR BIO
William Colin Walker is a financial advisor with Kelson Capital LLC, a firm based in Stamford, CT. William has been in the financial industry since April 12, 2016. William is registered in California, New York, North Carolina, Pennsylvania, Texas, and Virginia. William holds the Series 66, Series 7, and SIE licenses. William was previously employed by Raymond James & Associates, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
SPECIALIZATIONS
No specializations listed.
STAMFORD, CT
0 Disclosures
ADVISOR BIO
William Peattie is a financial advisor registered in Connecticut. William has been working as a financial advisor since 1985. William is currently registered with Peattie Capital Management, LLC and has been with the firm since May 2007. William has been a financial advisor in the industry for more than 30 years. William specializes in portfolio management for individuals and publication of periodicals. Previous to Peattie Capital Management, William was registered with S F Sentry Securities, Inc. , Banc of America Securities LLC, Montgomery Securities, New Japan Securities International Inc., Intercapital Securities, Inc. and CS First Boston Corporation.
SPECIALIZATIONS
GREENWICH, CT
24 Years Experience
0 Disclosures
ADVISOR BIO
William Mayer is a financial advisor with over 20 years of experience. William is registered with the state of Connecticut and is a Series 7, 24, 63, 79, 99, and 14 licensed professional. William works for William J. Mayer Securities, LLC.
SPECIALIZATIONS
No specializations listed.
ENFIELD, CT
32 Years Experience
0 Disclosures
ADVISOR BIO
William Herbert Caruana is a financial advisor with Stifel, Nicolaus & Company, Inc. William Caruana has been in the financial services industry since June 1993. William Caruana is licensed in 21 states and has experience in a variety of financial services. William Caruana is registered with the Financial Industry Regulatory Authority (FINRA) and is also a registered Investment Advisor. William Caruana specializes in portfolio management, financial planning, and educational seminars.
SPECIALIZATIONS
STAMFORD, CT
38 Years Experience
0 Disclosures
ADVISOR BIO
William Gourd is an Investment Advisor Representative at UBS Financial Services Inc. William has 34 years of experience in the securities industry. William is registered with the state of Connecticut, New York, Rhode Island, and Texas. William has a Series 7, Series 9, Series 10, Series 24, Series 3, Series 63, and Series 66 licenses. William also holds a Bachelor of Arts degree in Economics from Fordham University. In addition to William's work at UBS Financial Services Inc., William is also a member of the advisory board for Pet's Best Life.
SPECIALIZATIONS
NEWTOWN, CT
0 Disclosures
ADVISOR BIO
William Donaldson is a financial advisor with Donaldson Financial Wellness Network, LLC. William has been in the financial services industry since 1998 and has a broad range of experience. William is a Certified Financial Planner (CFP) and holds the Series 3, 7, 24, and 66 licenses. William has worked with clients to develop financial plans and investment strategies, and has also provided tax and financial information to individuals and couples going through a divorce. William is licensed in Connecticut.
SPECIALIZATIONS
