Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Pretory is an Investment Advisor Representative at Avantax Advisory Services. William has been in the financial services industry since 2002, and has experience with providing financial planning, wealth management, and investment management services. William is registered with the state of New Jersey. William has also previously worked with Invest Financial Corporation, LPL FINANCIAL LLC, Affinity Investment Services, LLC, Franklin/Templeton Distributors, Inc., Allstate Financial Services, LLC, and Edward Jones.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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 fees
1
2
NJ
03/25/2024 - Present
Avantax Advisory Services (Mount Arlington NJ)
NJ
02/14/2018 - 04/03/2024
LPL FINANCIAL LLC (BASKING RIDGE NJ)
NJ
01/16/2013 - 02/14/2018
INVEST FINANCIAL CORPORATION (BASKING RIDGE NJ)
NJ
04/05/2010 - 01/30/2013
AFFINITY INVESTMENT SERVICES, LLC (BASKING RIDGE NJ)
NJ
11/05/2004 - 10/01/2009
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (SHORT HILLS NJ)
NE
01/21/2003 - 04/14/2003
ALLSTATE FINANCIAL SERVICES, LLC (LINCOLN NE)
MO
08/20/2002 - 10/10/2002
EDWARD JONES (ST. LOUIS MO)
IA
Issued 12/20/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/22/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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