Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam James Bresett is an investment advisor representative with Financial Transparency. William has been in the financial services industry since 1988. William holds multiple licenses, including Series 7, 24, and 66. William has experience working with high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. William specializes in financial planning, portfolio management, and pension consulting. William's past affiliations include Mutual Service Corporation, CSSC BROKERAGE SERVICES, INC., and Trustee Empowerment & Protection, Inc. William is registered to provide investment advisory services in Florida and Massachusetts.
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.
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
MA
07/24/2018 - Present
Financial Transparency (Pittsfield MA)
MA
03/21/2007 - 08/07/2018
CSSC BROKERAGE SERVICES, INC. (PITTSFIELD MA)
MA
01/24/2002 - 03/21/2007
MUTUAL SERVICE CORPORATION (PITTSFIELD MA)
BOTH
Issued 02/16/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/25/2002
Series 24 - General Securities Principal Examination
BC
Issued 08/07/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/23/2002
Series 7 - General Securities Representative Examination
Active
Inactive
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