Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Anthony Mazzoli is a financial professional with over 16 years of experience in the industry. William is currently registered with PFS Investments Inc. and holds the Series 6, Series 63 and SIE licenses. William is also registered with the states of Connecticut and New York. William has been with PFS Investments Inc. since June 21, 2002, and specializes in providing financial advice to individuals.
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.
A percentage of the total value of assets under management is charged.
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CT
06/21/2002 - Present
PFS Investments Inc. (BETHEL CT)
BC
Issued 06/25/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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