Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Louis Presutti is a financial professional with over 30 years of experience in the industry. William is currently registered with FS Investment Solutions, LLC, and is licensed to conduct business in all 50 states, as well as Puerto Rico. William has previously worked at Fidelity Investments Institutional Services Company, Inc., Delaware Distributors, L.P., Transamerica Capital, Inc., Managers Distributors, Inc., UBS Financial Services Inc., OneCapital Securities, LLC, OppenheimerFunds Distributor, Inc., Penn Mutual Equity Services, Inc. and Lehman Brothers Inc. William is also a Series 7, 9, 24, 53, and 63 licensed professional.
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.
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.
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2
PA
05/13/2019 - Present
FS Investment Solutions, LLC (PHILADELPHIA PA)
RI
11/16/2016 - 01/25/2019
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
RI
01/13/2014 - 10/13/2016
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
PA
01/06/2011 - 11/20/2013
DELAWARE DISTRIBUTORS, L.P. (PHILADELPHIA PA)
NJ
03/12/2009 - 11/02/2010
TRANSAMERICA CAPITAL, INC. (SPRING LAKE NJ)
CT
07/14/2006 - 11/19/2008
MANAGERS DISTRIBUTORS, INC. (STAMFORD CT)
NJ
04/04/2005 - 07/13/2006
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
01/23/2004 - 04/07/2005
ONECAPITAL SECURITIES, LLC (NEW YORK NY)
NY
04/22/1993 - 01/21/2004
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)
PA
04/27/1992 - 03/03/1993
PENN MUTUAL EQUITY SERVICES, INC. (HORSHAM PA)
NY
01/07/1992 - 05/01/1992
LEHMAN BROTHERS INC. (NEW YORK NY)
BC
Issued 02/28/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/14/2015
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/27/2007
Series 24 - General Securities Principal Examination
BC
Issued 11/26/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/02/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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