Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Zalewski is a financial advisor with over 40 years of experience in the financial services industry. William is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc., in Naples, FL. William has a strong background in investment advisory services, with experience working for UBS Financial Services Inc. prior to Merrill Lynch. William has passed the Series 63, Series 65, Series 7, and SIE exams. William is also registered with FINRA and holds multiple state licenses. William specializes in providing investment advice to high-net-worth individuals, corporations, and other businesses. He is also experienced in pension consulting and providing financial planning services. William’s office is located in Naples, FL.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
FL
10/16/2009 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NAPLES FL)
PA
08/23/1983 - 10/28/2009
UBS FINANCIAL SERVICES INC. (PITTSBURGH PA)
IA
Issued 11/22/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/02/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/1983
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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