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William Jeffrey Blitman

W & S Brokerage Services, Inc.

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About William Jeffrey Blitman

William Blitman is a financial professional who has been in the industry since 2005. William is registered with W&S Brokerage Services, Inc., a firm located in Cincinnati, Ohio. William currently holds the Series 6, Series 26, and Series 63 licenses, and has been registered with the firm since October 2013. William is a specialist in portfolio management for individuals. William has previously worked for METLIFE SECURITIES INC. and METROPOLITAN LIFE INSURANCE COMPANY. William has a long history of working with individuals and has been registered in Florida, Georgia, and Ohio.

Firm Information

William Blitman is currently registered with W & S Brokerage Services, Inc.. W&S Brokerage Services, Inc. is a corporation formed in 1974 and headquartered in Cincinnati, Ohio. The firm provides investment advisory services to individuals and is registered with the SEC and in 52 states. With over 85 registered representatives, W&S Brokerage Services, Inc. manages over $122 million in assets for its clients, offering portfolio management services and selection of other advisers.
W & S Brokerage Services, Inc.

400 BROADWAY

CINCINNATI, OH 45202

$122.86M

Assets Under Management

451

Total Clients

434

Total Financial Advisors

Services Offered

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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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percentage of assets

A percentage of the total value of assets under management is charged.

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William Blitman’s Registration & Firm History

FL

10/17/2013 - Present

W&S Brokerage Services, Inc. (TAMPA FL)

FL

07/11/2005 - 09/10/2013

METLIFE SECURITIES INC. (TAMPA FL)

FL

07/11/2005 - 07/09/2007

METROPOLITAN LIFE INSURANCE COMPANY (TAMPA FL)

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Licenses & Designations

BC

Issued 05/09/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/07/2021

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/08/2005

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for William Jeffrey Blitman.
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