Unclaimed
William Alfred Muskat is a financial advisor with over 39 years of experience in the financial services industry. William is a registered representative of Commonwealth Financial Network, and is currently licensed in 31 states. William has experience in providing a variety of financial services to individuals, corporations, and charitable organizations. William's specializations include retirement planning, investment management, insurance, and estate planning. William is also a Certified Financial Planner. William's prior employment experience includes positions at FINANCIAL NETWORK INVESTMENT CORPORATION and WESTLAKE SECURITIES, INC. William is committed to providing his clients with the highest level of personalized service.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
07/02/2009 - Present
Commonwealth Financial Network (SIMI VALLEY CA)
CA
02/22/1985 - 07/02/2009
FINANCIAL NETWORK INVESTMENT CORPORATION (SIMI VALLEY CA)
NA
01/25/1984 - 12/26/1984
WESTLAKE SECURITIES, INC.
BC
Issued 07/10/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/30/1992
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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