Unclaimed
William John Kostecki is a financial advisor who has been in the industry since 2015. William is registered with MML Investors Services, LLC and has an active registration in New Jersey and Texas. He is also registered as an investment advisor in New Jersey and Texas. William has experience providing financial advice to a wide range of clients, including individuals, businesses, and trusts. William's past experience includes working at AXA Advisors, LLC in New York. William offers a variety of financial services, including financial planning, portfolio management, and investment advice. William is committed to providing his clients with personalized financial advice and guidance to help them reach their financial goals.
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.
Asset allocation programs
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.
Solicitors fees
1
2
NJ
06/16/2022 - Present
MML Investors Services, LLC (Warren NJ)
NY
09/01/2015 - 10/13/2016
AXA ADVISORS, LLC (NEW YORK NY)
IA
Issued 06/03/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/14/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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