Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Marshall Zwetolitz is a financial professional with a focus on securities. William is registered with U.s. Bancorp Investments, Inc., and is licensed in North Carolina. William has been in the industry since August 2023. William is committed to providing his clients with the highest level of service and expertise. William holds the Series 7, Series 63, and Series 57TO securities licenses, and the SIE exam.
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.
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.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
NC
08/28/2023 - Present
U.s. Bancorp Investments, Inc. (Charlotte NC)
BC
Issued 09/09/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/21/2023
Series 57TO - Securities Trader Exam
BC
Issued 08/26/2023
Series 7TO - General Securities Representative Examination
BC
Issued 08/07/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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