Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Torrance is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. William is registered with the state of Pennsylvania and Texas. He has been a registered representative since May 2006 and has been a registered investment advisor since August 2012. William's experience includes work at Citizens Securities, Inc., Hartford Life Distributors, LLC, UVEST Financial Services Group, Inc., and Planco Financial Services, LLC. He has a strong background in securities, investment company products, and variable contracts, having passed the Series 6, 7, and 63 exams. William is dedicated to providing sound financial advice to individuals, families, and businesses.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
07/19/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (JENKINTOWN PA)
PA
04/27/2012 - 08/10/2021
CITIZENS SECURITIES, INC. (PHILADELPHIA PA)
CT
05/18/2010 - 11/22/2011
HARTFORD LIFE DISTRIBUTORS, LLC (HARTFORD CT)
PA
04/02/2009 - 05/21/2010
UVEST FINANCIAL SERVICES GROUP, INC. (JENNERSTOWN PA)
PA
05/24/2006 - 12/15/2008
PLANCO FINANCIAL SERVICES, LLC (WAYNE PA)
IA
Issued 08/20/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/29/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/2009
Series 7 - General Securities Representative Examination
BC
Issued 05/23/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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