Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Colon is a financial advisor with LPL Financial LLC in Clarks Summit, PA. William has over 8 years of experience in the financial services industry. William is registered with the Financial Industry Regulatory Authority (FINRA) and holds Series 6, 7, 63, and 66 licenses. William has previously worked at Park Avenue Securities LLC and NYLIFE Securities LLC. William also provides non-variable insurance services through Luna Financial Services LLC. William is committed to providing clients with personalized financial advice and investment strategies.
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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2
PA
08/26/2022 - Present
LPL Financial LLC (CLARKS SUMMIT PA)
PA
01/15/2020 - 12/22/2021
PARK AVENUE SECURITIES LLC (ALLENTOWN PA)
PA
08/19/2014 - 12/19/2019
NYLIFE SECURITIES LLC (SCRANTON PA)
BOTH
Issued 08/25/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/16/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/13/2018
Series 7 - General Securities Representative Examination
BC
Issued 08/18/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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