Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam J Santoriello is a registered representative with PFS Investments Inc. William J Santoriello has been working in the financial services industry since July 1, 2008. William J Santoriello is registered with the state of New Jersey as both a Registered Representative and an Investment Advisor Representative. William J Santoriello is also registered in nine other states, including Florida, Georgia, Louisiana, Massachusetts, Montana, Nevada, New York, and Georgia. William J Santoriello has passed the Series 6, Series 63, Series 65, and SIE exams. PFS Investments Inc. is based in Duluth, GA and has approximately 59,808 clients. William J Santoriello specializes in portfolio management for individuals.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
NJ
12/06/2012 - Present
PFS Investments Inc. (EDISON NJ)
IA
Issued 11/14/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/28/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/30/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure William Santoriello is the right advisor for you? Invested Better is here to help.
