Unclaimed
William J. Farber is a financial advisor at LPL Financial LLC. William has been in the industry since September 17, 1996. He has worked with a number of firms throughout his career, including Nationwide Securities, LLC, 1717 Capital Management Company, and Nationwide Securities, Inc. William holds licenses in several states, including Florida, Georgia, Maryland, New Jersey, Ohio, Pennsylvania, Virginia, and West Virginia. William is a highly experienced advisor who is dedicated to providing his clients with personalized financial advice and solutions. He works with a wide range of clients, including individuals, families, businesses, and institutions. William's focus is on helping his clients achieve their financial goals through a variety of 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.
1
2
PA
01/30/2018 - Present
LPL Financial LLC (PITTSBURGH PA)
PA
08/01/2008 - 01/29/2018
NATIONWIDE SECURITIES, LLC (MONROEVILLE PA)
PA
03/12/2007 - 08/01/2008
1717 CAPITAL MANAGEMENT COMPANY (SOMERSET PA)
PA
09/18/1996 - 06/06/2007
NATIONWIDE SECURITIES, INC. (SOMERSET PA)
IA
Issued 01/28/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/17/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/29/2003
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/28/2002
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/2002
Series 7 - General Securities Representative Examination
BC
Issued 09/17/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure William Farber is the right advisor for you? Invested Better is here to help.