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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Jason Urbanik is a financial advisor with over 20 years of experience in the industry. William Jason Urbanik is currently registered with LPL Financial LLC in Latrobe, PA. Before joining LPL Financial LLC, William Jason Urbanik was employed with SAGEPOINT FINANCIAL, INC. in Latrobe, PA, and SUNAMERICA SECURITIES, INC. in Phoenix, AZ. William Jason Urbanik holds several licenses including Series 63, Series 65, Series 7, Series 24, and SIE. William Jason Urbanik is also a member of several organizations, including Go2goal and Urbanik Legacy Group LLC.
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
PA
08/29/2019 - Present
LPL Financial LLC (LATROBE PA)
PA
10/31/2005 - 08/30/2019
SAGEPOINT FINANCIAL, INC. (LATROBE PA)
AZ
08/20/2002 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
IA
Issued 05/01/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/26/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/08/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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