Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Alan Trunick is a registered representative with Voya Retirement Advisors, LLC. He has been in the industry since February 9, 2021. William has Series 7TO, SIE, 63, and 66 licenses. He has held previous registrations with CETERA ADVISOR NETWORKS LLC and FIDELITY BROKERAGE SERVICES LLC. William is currently registered in Utah. He is also co-owner of Fountain Grove Services, a cleaning company, outside of his role at Voya Retirement Advisors, LLC.
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.
Personalized portfolio management to meet individual financial objectives.
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.
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2
CT
02/24/2023 - Present
Voya Retirement Advisors, LLC (WINDSOR CT)
UT
05/23/2022 - 08/16/2022
CETERA ADVISOR NETWORKS LLC (SALT LAKE CITY UT)
UT
07/23/2020 - 04/22/2022
FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)
BOTH
Issued 11/30/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/31/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/23/2020
Series 7TO - General Securities Representative Examination
BC
Issued 07/16/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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