Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Stutzman is a registered representative with SEI Investments Distribution Co., a firm headquartered in Oaks, PA. William has been in the securities industry since 2019. William holds the Series 63, Series 6TO and SIE licenses.
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.
1
2
PA
01/23/2024 - Present
SEI Investments Distribution Co. (OAKS PA)
PA
06/03/2019 - 11/30/2020
VANGUARD MARKETING CORPORATION (MALVERN PA)
BC
Issued 06/11/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/17/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/20/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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