Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Joseph Schorp has been active in the financial services industry since 2008. William Joseph Schorp currently holds a Series 7, SIE, and Series 66 license and is registered as an Investment Advisor Representative with Private Advisor Group, LLC, and is registered with the state of Texas. William Joseph Schorp previously worked for PROEQUITIES, INC.. William Joseph Schorp's current firm, Private Advisor Group, LLC, has a total of 129,657 client accounts with $35,289,437,628 in assets under management. The firm's primary focus is on providing investment advisory services to individuals, corporations, pension and profit-sharing plans, and charitable organizations. William Joseph Schorp focuses on providing financial planning and asset management services to clients.
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.
Solicitation/referral
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.
Solicitor/referral fees
1
2
NJ
11/30/2012 - Present
Private Advisor Group, LLC (MORRISTOWN NJ)
TX
09/08/2008 - 12/19/2012
PROEQUITIES, INC. (HOUSTON TX)
BOTH
Issued 12/02/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/04/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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