Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Zwart is a financial advisor at Invicta Capital LLC in Oakmont, Pennsylvania. William has over 20 years of experience in the financial services industry. William has a strong background in investment banking and operations, and has held positions at both large and small firms. William holds the Series 7, 24, 63, 79, 99 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.
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PA
06/26/2024 - Present
Invicta Capital LLC (OAKMONT PA)
NY
05/14/2001 - 06/20/2024
BERCHWOOD PARTNERS LLC (NEW YORK NY)
ME
12/08/2000 - 05/16/2001
ATLANTIC FINANCIAL SERVICES OF MAINE, INC. (PORTLAND ME)
BC
Issued 03/27/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 01/19/2001
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/07/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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