Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Callahan Florenz is a financial professional with over 20 years of experience in the industry. William is currently registered with Equitable Advisors, LLC in Jacksonville, FL. Prior to that, William was registered with Canada Life of America Financial Services, Inc. in Greenwood Village, CO and Pruco Securities Corporation in Newark, NJ. William holds the Series 6, 7 and 66 securities licenses. William is a licensed professional in Alabama, Florida, Georgia, and Ohio. William specializes in financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses and 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.
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.
A percentage of the total value of assets under management is charged.
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2
FL
07/20/2000 - Present
Equitable Advisors, LLC (JACKSONVILLE FL)
CO
06/30/1999 - 01/07/2000
CANADA LIFE OF AMERICA FINANCIAL SERVICES, INC. (GREENWOOD VILLAGE CO)
NJ
06/08/1998 - 11/06/1998
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BOTH
Issued 08/02/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/2000
Series 7 - General Securities Representative Examination
BC
Issued 05/29/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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