Years of Experience
5-20+ Years
Stamford, CT
30 Years Experience
0 Disclosures
ADVISOR BIO
William Rath is a financial advisor with over 25 years of experience in the industry. He has held principal roles at HSBC Securities (USA) Inc., HSBC Brokerage (USA) Inc., Prudential Securities Incorporated, and Lehman Brothers Inc., demonstrating a robust background in financial services. William currently serves as a registered representative for Commonwealth Financial Network and Webster Wealth Advisors, Inc., in Stamford, Connecticut. William specializes in various investment strategies, including stocks, bonds, mutual funds, options, and retirement planning. His commitment to providing personalized financial advice aligns with the client-centric approach of both Commonwealth Financial Network and Webster Wealth Advisors, Inc.
SPECIALIZATIONS
STAMFORD, CT
3 Years Experience
0 Disclosures
ADVISOR BIO
William Holman is a financial professional currently registered with Mischler Financial Group, Inc. He is a registered representative in California and Connecticut and holds the Series 7TO, Series 63, and SIE licenses. William has been active in the securities industry since December 2022.
SPECIALIZATIONS
No specializations listed.
STAMFORD, CT
41 Years Experience
0 Disclosures
ADVISOR BIO
William Durand is a financial advisor with over 30 years of experience in the financial services industry. William is currently registered as a Registered Representative and Investment Advisor Representative with Cambridge Investment Research Advisors, Inc. William has a strong track record of helping clients achieve their financial goals. William is committed to providing personalized financial advice and guidance to help his clients make informed decisions about their money.
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
WOODBRIDGE, CT
8 Years Experience
0 Disclosures
ADVISOR BIO
William Scot Little is a financial advisor with Edward Jones. William has been in the financial industry since January 12, 2017. William is licensed in 13 states and has been with Edward Jones since November 2018. William is a Series 66, Series 7TO, and Series 7 licensed advisor. William is also a registered Investment Advisor Representative in Connecticut. William has a background in coaching and real estate and provides financial planning, pension consulting, and portfolio management services.
SPECIALIZATIONS
MIDDLEBURY, CT
19 Years Experience
0 Disclosures
ADVISOR BIO
William Harvey Conner is a registered representative with LPL Financial LLC in MIDDLEBURY, CT. William Conner has been in the securities industry since February 17, 2006. William Conner has passed the Series 66, Series 7 and SIE exams. William Conner has been registered with LPL Financial LLC since July 8, 2016. Prior to working at LPL Financial LLC, William Conner was registered with Ameriprise Financial Services, Inc., Ameriprise Advisor Services, Inc., and UBS Financial Services Inc..
SPECIALIZATIONS
Orange, CT
37 Years Experience
0 Disclosures
ADVISOR BIO
William Frederick Debille is a financial advisor with over 30 years of experience in the industry. William is currently registered with LPL Financial LLC and has held previous positions with CUNA Brokerage Services, Inc., Citigroup Global Markets Inc., and People's Securities, Inc. William holds Series 6, 7, 24, 63, and 65 licenses and has a strong track record of providing comprehensive financial advice to a wide range of clients, including individuals, families, businesses, and retirement plans.
SPECIALIZATIONS
PLANTSVILLE, CT
3 Years Experience
0 Disclosures
ADVISOR BIO
William Francis Heffernan is a securities professional with over 2 years of experience in the financial industry. William is currently registered with Umergence LLC as an agent. William is a licensed agent in California and holds a Series 63, Series 7TO, and SIE licenses. William is also a registered representative with FINRA. William is committed to providing clients with personalized financial advice and guidance to help them achieve their financial goals.
SPECIALIZATIONS
No specializations listed.
Greenwich, CT
0 Disclosures
ADVISOR BIO
William Allen Nichols is a financial advisor with over 20 years of experience in the financial services industry. William Nichols is currently registered with Purefi Wealth, LLC and is licensed in Connecticut, Massachusetts and New York. Before joining Purefi Wealth, LLC William Nichols was a financial advisor at Wells Fargo Clearing Services, LLC. William Nichols is also a board member of Kingston Healthcare in Toledo, OH. William Nichols is an experienced investment advisor who specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisors to clients. William Nichols is dedicated to helping clients achieve their financial goals.
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
