Unclaimed
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.
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.
1
2
PA
02/10/2014 - Present
Trustmont Financial Group, Inc. (MONROEVILLE PA)
PA
11/06/2010 - 02/10/2014
LPL FINANCIAL LLC (JEANNETTE PA)
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
Active
Inactive
F
FINRA
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