Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Senzer has been in the financial services industry since 1983. He has been with LPL Financial LLC since December 2021. William has previously held positions at Royal Alliance Associates, Inc., Morgan Stanley DW Inc., Paine Webber Incorporated, Smith Barney Shearson Inc., Drexel Burnham Lambert Incorporated, Baird, Patrick & Co., Inc., and David Lerner Associates, Inc. William is licensed to provide investment advisory services in New Jersey and offers a variety of services to his clients. He is registered with FINRA and the state of New Jersey.
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
NJ
12/20/2021 - Present
LPL Financial LLC (OLD TAPPAN NJ)
NJ
08/23/2005 - 12/15/2021
ROYAL ALLIANCE ASSOCIATES, INC. (OLD TAPPAN NJ)
NY
09/08/2000 - 08/29/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
NJ
08/09/1993 - 09/18/2000
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
05/22/1989 - 08/13/1993
SMITH BARNEY SHEARSON INC. (NEW YORK NY)
NA
09/14/1984 - 05/22/1989
DREXEL BURNHAM LAMBERT INCORPORATED
NA
05/22/1984 - 09/11/1984
BAIRD, PATRICK & CO., INC.
NA
10/24/1983 - 03/22/1984
DAVID LERNER ASSOCIATES, INC.
BC
Issued 12/14/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/1984
Series 7 - General Securities Representative Examination
BC
Issued 10/21/1983
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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