Unclaimed
William Mazur is a financial professional with over 20 years of experience in the industry. William is currently registered with Equitable Advisors, LLC, where William provides a variety of financial services to individuals, families, and businesses. William is committed to helping clients achieve their financial goals and has a proven track record of success. William is a graduate of [add school name if available] and holds the Series 6 and SIE licenses. William is also a Registered Representative with FINRA. William has experience working with clients in a variety of areas, including retirement planning, college savings, investment management, and insurance. William is dedicated to providing clients with personalized financial advice and guidance.
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.
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
NJ
02/09/2024 - Present
Equitable Advisors, LLC (WALL NJ)
NJ
12/12/2014 - 02/07/2024
AVANTAX INVESTMENT SERVICES, INC. (Brick NJ)
NJ
01/02/2013 - 08/08/2013
PFS INVESTMENTS INC. (UNION NJ)
NJ
03/28/2011 - 12/31/2011
PFS INVESTMENTS INC. (UNION NJ)
NJ
06/23/2009 - 12/31/2010
PFS INVESTMENTS INC. (UNION NJ)
GA
01/25/2002 - 12/31/2008
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/24/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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