Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Feudale is a financial professional with over 30 years of experience in the industry. He is currently registered with LPL Financial LLC in Hazleton, PA. William has worked with several other firms throughout his career, including Invest Financial Corporation, Sagepoint Financial, Inc., and First Savings Securities, Inc. His expertise extends to a range of services including financial planning, pension consulting, and portfolio management. He holds the Series 6, 7, 63, and 65 securities licenses, as well as the SIE. He is also a Chartered Financial Consultant.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
PA
02/14/2018 - Present
LPL Financial LLC (HAZLETON PA)
PA
05/31/2017 - 02/14/2018
INVEST FINANCIAL CORPORATION (HAZLETON PA)
PA
11/05/2013 - 06/02/2017
SAGEPOINT FINANCIAL, INC. (HAZELTON PA)
PA
01/05/2009 - 02/01/2013
FIRST SAVINGS SECURITIES, INC. (HAZLETON PA)
PA
03/10/2003 - 01/09/2009
METLIFE SECURITIES INC. (HAZLETON PA)
PA
03/10/2003 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (HAZLETON PA)
OR
01/14/2002 - 02/28/2003
M HOLDINGS SECURITIES, INC. (PORTLAND OR)
AZ
06/09/1995 - 01/23/2002
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
DE
09/12/1994 - 06/12/1995
PML SECURITIES COMPANY (NEWARK DE)
NJ
03/05/1993 - 09/01/1994
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 12/29/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/25/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/11/1995
Series 7 - General Securities Representative Examination
BC
Issued 03/01/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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