Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Medico is a financial professional with over 20 years of experience in the financial industry. He is registered as an investment advisor representative and has a wide range of licenses and certifications, including the Series 6, 7, 24 and 63 exams. William is currently affiliated with Jacobi Capital Management, LLC and has a branch office in Pittston, PA and Berwyn, PA. Previously, William was affiliated with NEW ENGLAND SECURITIES in Newtown Square, PA.
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.
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.
1
2
PA
06/13/2014 - Present
Jacobi Capital Management, LLC (PITTSTON PA)
PA
07/12/2000 - 07/02/2014
NEW ENGLAND SECURITIES (NEWTOWN SQUARE PA)
BC
Issued 07/27/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/05/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/2004
Series 7 - General Securities Representative Examination
BC
Issued 07/11/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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