Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Saccone is a financial advisor with Principal Securities, Inc., located in Tampa, Florida. William has been in the financial industry since 2024. William is licensed in Florida and Connecticut as a Registered Representative and is also a Registered Investment Advisor. William specializes in providing investment advice to individuals, businesses, and institutions.
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.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
FL
05/31/2024 - Present
Principal Securities, Inc. (Tampa FL)
BOTH
Issued 05/29/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/23/2024
Series 7TO - General Securities Representative Examination
BC
Issued 12/01/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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