Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Michael Dicristofaro is a financial professional with over 40 years of experience in the financial services industry. William is currently registered with MML Investors Services, LLC and has been with the firm since March 2017. Prior to that, William worked with MSI Financial Services, Inc. and New England Securities. William holds Series 6, 7, 22, 24, 53, 63, and 65 licenses and is also a Certified Financial Planner and Chartered Financial Consultant. William has a diverse background and experience working with individuals, corporations, insurance companies, pension and profit-sharing plans, charitable organizations, and trusts. William provides a range of advisory services including asset allocation programs, financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management for businesses and individuals.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation programs
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.
Solicitors fees
1
2
CT
05/19/2017 - Present
MML Investors Services, LLC (WEST HARTFORD CT)
CT
01/02/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (WEST HARTFORD CT)
CT
03/20/1991 - 01/02/2015
NEW ENGLAND SECURITIES (WEST HARTFORD CT)
MA
02/16/1983 - 03/20/1991
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
02/16/1983 - 03/20/1991
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IA
Issued 07/09/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/22/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/24/2010
Series 53 - Municipal Securities Principal Examination
BC
Issued 08/23/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/1988
Series 7 - General Securities Representative Examination
BC
Issued 02/27/1985
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 02/15/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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