Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Vitron is a financial advisor at Equitable Advisors, LLC. William has been in the financial industry for over 24 years. William holds a Series 7, Series 6, Series 63 and Series 66 license. William also has experience with Securities America, Inc. and LPL Financial LLC. William's office is located in Erie, PA.
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.
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.
1
2
PA
06/30/2023 - Present
Equitable Advisors, LLC (ERIE PA)
PA
06/03/2013 - 03/13/2023
SECURITIES AMERICA, INC. (ERIE PA)
PA
07/21/2009 - 06/13/2013
LPL FINANCIAL LLC (ERIE PA)
PA
09/14/2007 - 07/21/2009
UVEST FINANCIAL SERVICES GROUP, INC. (CLEARFIELD PA)
PA
05/27/1999 - 09/11/2007
NYLIFE SECURITIES LLC (ERIE PA)
BOTH
Issued 03/15/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/02/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/29/2009
Series 7 - General Securities Representative Examination
BC
Issued 05/26/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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