Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Pokorsky is an active investment advisor registered in Wisconsin with Transamerica Retirement Advisors, LLC. William has been in the financial services industry since March 30, 2002, and holds Series 7, Series 63, Series 66, and Series 26 licenses. William has previously worked with Raymond James Financial Services, Inc. and BMO Harris Financial Advisors, Inc. William specializes in working with individuals, corporations, and pension and profit sharing plans.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
WI
11/19/2015 - Present
Transamerica Retirement Advisors, LLC (Grafton WI)
WI
07/01/2013 - 11/04/2015
RAYMOND JAMES FINANCIAL SERVICES, INC. (STURGEON BAY WI)
WI
05/24/2010 - 07/02/2013
BMO HARRIS FINANCIAL ADVISORS, INC. (PORT WASHINGTON WI)
CO
03/05/2002 - 05/12/2010
TRANSAMERICA CAPITAL, INC. (DENVER CO)
BOTH
Issued 06/21/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/06/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/13/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/04/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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