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 Witt is a financial advisor with Vantage Financial Group, Inc. William has been a financial advisor for over 40 years. William is a Registered Representative and Investment Advisor Representative. William is currently registered in Arizona, California, Florida, Indiana, Massachusetts, Michigan, Minnesota, New York, Ohio, Oregon, South Carolina and Washington. William also has a Series 5, 63, 65, 7 and SIE license.
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.
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
OH
05/06/2010 - Present
Vantage Financial Group, Inc. (CLEVELAND OH)
OH
04/15/2010 - 09/03/2013
WALNUT STREET SECURITIES, INC. (CLEVELAND OH)
OH
06/01/2009 - 04/23/2010
MORGAN STANLEY SMITH BARNEY (AKRON OH)
OH
07/31/1993 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (AKRON OH)
NY
05/08/1981 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
09/26/1978 - 06/22/1981
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NA
07/01/1977 - 09/26/1978
MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.
IA
Issued 08/26/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/24/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/1981
Series 5 - Interest Rate Options Examination
BC
Issued 07/12/1977
PC - AMEX Put and Call Exam
BC
Issued 06/18/1977
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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