Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Terlesky is a financial advisor with over 30 years of experience in the industry. William has a strong track record of success in providing investment advice and financial planning services. Currently, William is registered with Fifth Third Securities, Inc. and is licensed to provide investment advice and financial planning services in all 50 states. William has a strong understanding of the financial markets and is committed to providing his clients with the highest level of service. Prior to joining Fifth Third Securities, Inc. William held positions at Hilltop Securities Inc. and Prudential Securities Incorporated.
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.
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.
Sponsor wrap fee program
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
OH
08/31/2018 - Present
Fifth Third Securities, Inc. (CINCINNATI OH)
OH
01/17/2018 - 08/21/2018
HILLTOP SECURITIES INC. (CINCINNATI OH)
OH
04/21/1993 - 01/26/2018
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
NY
11/13/1992 - 02/22/1993
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
BC
Issued 8/30/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 3/21/2019
Series 54 - Municipal Advisor Principal Qualification Examination
BC
Issued 7/13/2018
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/30/1996
Series 24 - General Securities Principal Examination
BC
Issued 1/2/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 3/5/2019
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure William Terlesky is the right advisor for you? Invested Better is here to help.
