Unclaimed
William Pittman is a financial advisor with over 6 years of experience in the financial services industry. William is registered with Mutual of America Securities LLC. William's experience includes working with clients in Akron, Ohio. William holds a Series 6, Series 63, Series 99TO and SIE license. William is currently registered as a Broker in the state of Ohio. William has previously worked with Mutual of America Securities LLC, Mutual of America Life Insurance Company, and Citizens Securities, Inc.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
1
2
OH
11/16/2022 - Present
Mutual OF America Securities LLC (AKRON OH)
OH
06/08/2017 - 11/02/2022
MUTUAL OF AMERICA SECURITIES LLC (AKRON OH)
OH
06/08/2017 - 11/09/2020
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (AKRON OH)
OH
01/06/2017 - 06/06/2017
CITIZENS SECURITIES, INC. (BROADVIEW HEIGHTS OH)
BC
Issued 02/22/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/18/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/06/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure William Pittman is the right advisor for you? Invested Better is here to help.