Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Scarfone is a financial advisor with Independent Financial Partners. William has been working in the financial industry since 2006. William is registered with the state of Michigan as an Investment Advisor Representative. William has held previous roles at TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC, PRUCO SECURITIES, LLC., FUNDS DISTRIBUTOR, LLC, FINANCIAL WEST GROUP, CHARLES SCHWAB & CO., INC., MORGAN STANLEY & CO. INCORPORATED, and MORGAN STANLEY DW INC.. William has passed the Series 66, SIE, Series 31, and Series 7 exams. William has a special interest in providing financial advice to individuals, high net worth individuals, pension and profit sharing plans, corporations or other businesses, and charitable organizations.
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.
Personalized portfolio management to meet individual financial objectives.
Non-discretionary investment advice
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.
Percentage of assets under advisement
1
2
MI
03/23/2018 - Present
Independent Financial Partners (Grosse Pointe Farms MI)
MI
01/19/2016 - 12/06/2017
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (SOUTHFIELD MI)
MI
10/28/2015 - 12/03/2015
PRUCO SECURITIES, LLC. (TROY MI)
ME
03/14/2013 - 10/31/2014
FUNDS DISTRIBUTOR, LLC (PORTLAND ME)
MI
06/26/2012 - 01/07/2013
FINANCIAL WEST GROUP (GROSSE POINTE MI)
MI
05/21/2008 - 09/10/2010
CHARLES SCHWAB & CO., INC. (SOUTHFIELD MI)
MI
04/02/2007 - 04/21/2008
MORGAN STANLEY & CO. INCORPORATED (GROSSE POINTE FARMS MI)
MI
04/15/2003 - 04/02/2007
MORGAN STANLEY DW INC. (GROSSE POINTE MI)
BOTH
Issued 04/15/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/06/2017
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 12/16/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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