Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Elliott Torrance is an Investment Advisor Representative with Diversified, LLC. William has been in the financial services industry for over 20 years. William holds the Series 6, Series 63, and Series 65 licenses. William specializes in working with High Net Worth individuals, corporations, pension plans, and pooled investment vehicles. William has worked for several firms in the past, including USA Financial Securities Corporation, USALLIANZ Securities, Inc., MML Investors Services, Inc., Gameplan Financial, Pinnacle Financial Services, IAMS Wealth Management, Allstate Insurance Brokerage, Brookstone Wealth Advisors, and Allianz Gameplan Financial.
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.
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.
A percentage of the total value of assets under management is charged.
Solicitor fees
1
2
PA
08/06/2024 - Present
Diversified, LLC (Wayne PA)
MI
07/02/2008 - 02/17/2009
USA FINANCIAL SECURITIES CORPORATION (ADA MI)
PA
09/01/2003 - 09/06/2006
USALLIANZ SECURITIES, INC. (FORT WASHINGTON PA)
MN
08/16/2001 - 12/31/2001
USALLIANZ SECURITIES, INC. (MINNEAPOLIS MN)
MA
09/15/2000 - 11/30/2000
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
IA
Issued 03/11/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/21/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/14/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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