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WILLIAM JOSEPH ALTMAN
BILL ALTMAN
CRD#: 6396968
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THE PREMIER ADVISORY GROUP, LLCCRD#: 173071 11910 STONEGATE DRIVE
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OMAHA, NE 68164
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OMAHA, NE 68164
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11/19/2018
Customer Dispute
Settled
11/9/2018
Customer Dispute
Settled
8/15/2018
Customer Dispute
Settled
4/6/2018
Customer Dispute
Settled
State Registrations
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Iowa 4/4/2018
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New Mexico 10/5/2017
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Nebraska 10/30/2014
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Texas 2/1/2016
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Registered with this firm since 10/30/2014
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Broker A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
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