Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Zorr is a financial advisor at Morgan Stanley with over 40 years of experience in the industry. William has been registered as a securities broker in 41 states and the District of Columbia, and as an investment advisor in 3 states. William's professional experience includes time with UBS Financial Services Inc., Paine, Webber, Jackson & Curtis Incorporated, and Legg Mason Wood Walker, Incorporated. William holds the Series 7TO, Series 63, SIE, PC, and Series 1 securities licenses. William also has experience providing a range of financial services including: financial planning, pension consulting, educational seminars, and selection of other advisors. William is dedicated to helping clients achieve their financial goals.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
DC
10/08/2021 - Present
Wealthpenn.comllc (Washington DC)
MD
01/31/1980 - 11/02/2021
UBS FINANCIAL SERVICES INC. (BETHESDA MD)
NA
04/10/1974 - 01/31/1980
PAINE, WEBBER, JACKSON & CURTIS INCORPORATED
NA
09/22/1967 - 04/27/1974
LEGG MASON WOOD WALKER, INCORPORATED
BC
Issued 10/5/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/2/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/2/1977
PC - AMEX Put and Call Exam
BC
Issued 10/20/1965
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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