Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Charles Voliva has been in the financial services industry since 1992. William is currently registered as a Registered Representative with Lincoln Investment and Capital Analysts in New Jersey. William is also registered as an Investment Advisor Representative in New Jersey. William is a Certified Financial Planner and has a Series 6 and Series 63 license. He is also licensed as an insurance producer in New Jersey. William specializes in retirement planning, college savings, and investment management. He has experience working with individuals, families, and businesses. William is committed to providing his clients with personalized financial advice and guidance. He is passionate about helping people achieve their financial goals.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NJ
11/30/2016 - Present
Lincoln Investment (Lavallette NJ)
NJ
06/24/1996 - 08/14/2015
LINCOLN INVESTMENT (Iselin NJ)
NY
07/10/1992 - 06/29/1996
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
NY
12/02/1991 - 07/13/1992
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
BC
Issued 01/18/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/29/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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