Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Sorrentino, a financial advisor, is actively registered with Valic Financial Advisors, Inc. and holds a Series 7, 63, 65, 24 and 52TO licenses. William Sorrentino has been actively working in the financial industry since April 27, 1994. William Sorrentino specializes in helping individuals and corporations with financial planning and portfolio management.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Recommend wrap accounts to clients
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.
1
2
NJ
04/10/2024 - Present
Valic Financial Advisors, Inc. (MOUNT LAUREL NJ)
NJ
09/01/2020 - 04/09/2024
EQUITABLE ADVISORS, LLC (TOMS RIVER NJ)
NY
03/20/2014 - 01/31/2020
AXA ADVISORS, LLC (NEW YORK NY)
NC
02/01/2013 - 01/24/2020
AXA DISTRIBUTORS, LLC (CHARLOTTE NC)
NJ
03/28/1994 - 01/17/2013
AXA ADVISORS, LLC (EDISON NJ)
NY
03/28/1994 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
NY
07/30/1993 - 02/10/1994
HIBBARD BROWN & CO., INC. (NEW YORK NY)
IA
Issued 06/24/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/11/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/10/2003
Series 53 - Municipal Securities Principal Examination
BC
Issued 11/29/2000
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/29/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure William Sorrentino is the right advisor for you? Invested Better is here to help.
