Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam L. Connors is an Investment Advisor Representative registered in New Jersey with Wealth Management Associates, Inc. William has been in the industry since 1985 and holds a Series 63, Series 65, Series 7, Series 8, Series 9, Series 10, Series 3, Series 5 and Series 15 securities license, as well as a SIE license. William also serves as an annuity sales agent with an insurance sales license. William provides wealth management and investment advisory services to individual and corporate clients, including high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. The firm is based in Cherry Hill, New Jersey and offers financial planning, pension consulting, educational seminars, and portfolio management services.
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.
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.
Solicitor/referral fees
1
2
NJ
07/01/2002 - Present
Wealth Management Associates, Inc. (CHERRY HILL NJ)
NJ
06/14/2002 - 06/14/2024
SECURITIES AMERICA, INC. (CHERRY HILL NJ)
NY
10/23/1986 - 06/24/2002
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NA
04/23/1985 - 10/28/1986
E. F. HUTTON & COMPANY INC
IA
Issued 11/23/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/03/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/03/1995
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/06/1997
Series 15 - Foreign Currency Options Examination
BC
Issued 08/28/1996
Series 5 - Interest Rate Options Examination
BC
Issued 05/31/1985
Series 3 - National Commodity Futures Examination
BC
Issued 04/20/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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