Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Scotti is an active investment advisor representative, registered with Equitable Advisors, LLC in Malta, NY. William has experience in the industry since October 2017, and offers financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. William has also held positions at Northwestern Mutual Investment Services, LLC, AXA Advisors LLC, and Equitable Advisors, LLC in the past. William holds Series 6, 7TO, 24, 63, and 65 licenses and is registered in a number of states.
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.
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2
NY
09/28/2018 - Present
Equitable Advisors, LLC (MALTA NY)
NY
10/20/2017 - 04/04/2018
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (ALBANY NY)
IA
Issued 09/21/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/05/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/13/2023
Series 24 - General Securities Principal Examination
BC
Issued 08/28/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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