Unclaimed
William David Gruccio is a financial advisor with over 20 years of experience in the financial services industry. He joined Vanguard Marketing Corp. in 2002, and is currently registered with the firm in Pennsylvania. William has a strong background in investment company products and variable contracts. He is also a licensed securities agent. William is committed to providing his clients with personalized financial advice and guidance.
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.
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.
1
2
PA
11/28/2002 - Present
Vanguard Marketing Corp. (MALVERN PA)
PA
05/26/2000 - 12/20/2001
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
BC
Issued 06/16/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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