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 Ventura is a financial professional with over 20 years of experience in the industry. Ventura is currently registered with The Leaders Group, Inc. in Littleton, Colorado. Prior to his current role, he was registered with Lincoln Financial Distributors, Inc. in Radnor, Pennsylvania and W. S. Griffith & Co., Inc. in Hartford, Connecticut. Ventura holds Series 6, Series 63 and SIE licenses and is registered in Florida and New York.
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.
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.
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2
CO
11/16/2022 - Present
THE Leaders Group, Inc. (LITTLETON CO)
PA
05/15/2001 - 08/24/2022
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
CT
02/10/1998 - 04/04/2001
W. S. GRIFFITH & CO., INC. (HARTFORD CT)
BC
Issued 12/30/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/09/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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