Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam A. Wittich is a financial advisor with Private Advisor Group, LLC. William has been in the financial services industry since September 2008. He has a Series 6, 7 and 63 licenses. He is registered in the following states: California, Indiana, Kentucky, North Carolina, Ohio and Texas. William provides investment advice for corporations, individuals, trusts, estates, pension plans, and charitable organizations. He is a member of the National Association of Insurance and Financial Advisors (NAIFA) and the Financial Planning Association (FPA). He is also a Certified Financial Planner (CFP®). William specializes in Retirement Planning, College Savings Planning, and Estate Planning. He is committed to providing his clients with personalized financial advice that meets their individual needs.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Solicitation/referral
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Solicitor/referral fees
1
2
NJ
12/19/2014 - Present
Private Advisor Group, LLC (MORRISTOWN NJ)
OH
09/01/2010 - 12/31/2014
MONEY CONCEPTS CAPITAL CORP (CINCINNATI OH)
OH
09/11/2008 - 09/07/2010
WORLD GROUP SECURITIES, INC. (HARRISON OH)
IA
Issued 02/03/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/22/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/2015
Series 7 - General Securities Representative Examination
BC
Issued 09/10/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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