Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Francis Marzetta is a financial advisor with MGI Funds Distributors, LLC, based in St. Louis, Missouri. William has over 15 years of experience in the financial services industry, having previously worked with Edward Jones, Lincoln Financial Advisors Corporation, and Charles Schwab & Co., Inc. William is registered to provide investment advice and securities brokerage services in all 50 states and Puerto Rico.
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.
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2
MO
04/08/2022 - Present
MGI Funds Distributors, LLC (St.Louis MO)
MO
05/13/2020 - 03/04/2022
EDWARD JONES (ST. LOUIS MO)
TX
06/26/2007 - 06/17/2013
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WORTH TX)
AZ
03/28/2007 - 06/07/2007
CHARLES SCHWAB & CO., INC. (PHOENIX AZ)
BOTH
Issued 05/27/2020
Series 66 - Uniform Combined State Law Examination
IA
Issued 06/05/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/18/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/13/2020
Series 7TO - General Securities Representative Examination
BC
Issued 05/08/2020
SIE - Securities Industry Essentials Examination
BC
Issued 03/27/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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