Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Krofina is a financial advisor who has been in the industry since August 8, 1995. William is currently registered with LPL Financial LLC. William has been registered with LPL Financial LLC since March 25, 2010. William's previous registrations include Gunnallen Financial, Inc, Wells Fargo Advisors, LLC and A. G. Edwards & Sons, Inc. William has a Series 63, SIE, Series 7 and Series 6 license. William specializes in a wide range of services, including retirement planning, investment management, and insurance. William has a strong commitment to providing clients with personalized financial advice and solutions. William is dedicated to helping clients 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.
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.
Consulting and other non-discretionary advisory services
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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WV
03/25/2010 - Present
LPL Financial LLC (MORGANTOWN WV)
WV
05/15/2009 - 03/30/2010
GUNNALLEN FINANCIAL, INC (MORGANTOWN WV)
WV
01/01/2008 - 05/19/2009
WELLS FARGO ADVISORS, LLC (MORGANTOWN WV)
WV
08/14/1999 - 01/03/2008
A. G. EDWARDS & SONS, INC. (MORGANTOWN WV)
NJ
10/25/1993 - 10/29/1997
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BC
Issued 11/12/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/1999
Series 7 - General Securities Representative Examination
BC
Issued 10/22/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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