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Bill Dragolas
25 Years of Experience
Broadview Heights, OH
1 DisclosureBrokerSells Insurance
Bill Dragolas is a registered investment advisor, based in Broadview Heights, OH, with 25 years of industry experience.
Location
1000 W Wallings Rd, Suite D, Broadview Heights, OH, 44147
Get directionsHistory
Regulatory History (1)
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Regulatory
June 2009Final
Other Business ActivitiesSells Insurance
Bill is an Investment Advisor Representative for Cornerstone Asset Management Services, Inc. He is also a licensed independent life insurance, health insurance, and annuity agent in Ohio. Finally, Bill is the Executive Director of CK Foundation, a non-profit organization.
Employment History
Current Registrations
Gt Securities, INC.
April 2021 - Present · 5 yrs 1 mo
Gt Securities, INC.Broker
April 2021 - Present · 5 yrs 1 mo
Cornerstone Asset Management Services, INC.
August 2018 - Present · 7 yrs 9 mos
Previous Registrations
Western Equity Group, INC.Broker
July 2020 - April 2021 · 9 mos
Citizens Securities, INC.
July 2016 - August 2018 · 2 yrs 1 mo
Citizens Securities, INC.Broker
June 2016 - August 2018 · 2 yrs 2 mos
Robert Morris Capital Management, LLC
May 2011 - October 2011 · 5 mos
Robert Morris Capital Management, LLC
March 2006 - May 2009 · 3 yrs 2 mos
Robert Morris Investment Advisors, LLC
March 2006 - September 2009 · 3 yrs 6 mos
Ids Life Insurance CompanyBroker
November 2001 - February 2006 · 4 yrs 3 mos
Ameriprise Financial Services, INC.
September 1999 - February 2006 · 6 yrs 5 mos
Ameriprise Financial Services, INC.Broker
May 1998 - February 2006 · 7 yrs 9 mos
Vestax Securities CorporationBroker
December 1997 - October 1998 · 10 mos
Concord Brokerage Services, INC.Broker
February 1997 - December 1997 · 10 mos
Ids Life Insurance CompanyBroker
August 1994 - December 1997 · 3 yrs 4 mos
American Express Financial Advisors INC.Broker
August 1994 - January 1997 · 2 yrs 5 mos
State Registrations2 states
CAOH
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.