William G. Jundanian
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
William George Jundanian was a registered financial professional .
William is a previously registered financial professional and started their career in finance in 2022. William had worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
June 23, 2023 - September 23, 2024
MASTERWORKS ADVISERS, LLC
April 18, 2022 - June 29, 2023
ARETE WEALTH ADVISORS, LLC
January 1, 2022 - February 27, 2023
ARETE WEALTH MANAGEMENT, LLC
Primary Firm SEC Registration
MASTERWORKS ADVISERS, LLC
CRD#: 324239 / SEC#: 801-127158
State Registrations and Notice Filings
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Visual representation of state registrations
Exams
Series 7TO
Date: 12/31/2021
General Securities Representative ExaminationCurrent Firm
MASTERWORKS ADVISERS, LLC
CRD#: 324239 / SEC#: 801-127158
Contact information
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 625 |
| AUM (Assets Under Management) | $ 1,983,059 |
Red Flags
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