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William Luke Maljan

Trustmont Financial Group, Inc.

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About William Luke Maljan

William Maljan is a financial advisor currently registered with Trustmont Financial Group, Inc. in Pennsylvania. William has been in the financial industry since November 5, 2010. William holds the Series 6, Series 63, and SIE licenses and is registered with FINRA as a broker and with the state of Pennsylvania. Previously William was associated with LPL FINANCIAL LLC.

Firm Information

William Maljan is currently registered with Trustmont Financial Group, Inc.. Trustmont Financial Group, Inc. is a Corporation that was formed on June 16, 1986. It is registered in 51 states and with the SEC, and it is approved and in good standing.

Not reported

Assets Under Management

Not reported

Total Clients

19

Total Financial Advisors

Services Offered

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.

Fee Structure

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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William Maljan’s Registration & Firm History

PA

02/10/2014 - Present

Trustmont Financial Group, Inc. (MONROEVILLE PA)

PA

11/06/2010 - 02/10/2014

LPL FINANCIAL LLC (JEANNETTE PA)

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Licenses & Designations

BC

Issued 02/11/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/05/2010

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for William Luke Maljan.
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