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William Michael Tremko

USI Advisors

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About William Michael Tremko

William Michael Tremko is a financial advisor at USI Advisors. William has been in the financial industry since 1994 and is registered in Connecticut and Texas. William specializes in retirement planning, employee benefit plans, and other financial planning needs. William is also a registered principal, which means that they are qualified to supervise other financial advisors. William can provide financial advice and services to a wide range of clients, including individuals, businesses, and institutions.

Firm Information

William Tremko is currently registered with USI Advisors. USI Advisors is an investment advisory firm headquartered in Glastonbury, CT. Founded in 1998, USI Advisors provides investment advisory services to corporations, pension funds, and other institutional clients. The firm specializes in portfolio management, pension consulting, and selection of other advisors. USI Advisors is registered with the SEC and has over 70 investment advisor representatives.
USI Advisors

95 GLASTONBURY BLVD.

GLASTONBURY, CT 06033

$41.62B

Assets Under Management

Not reported

Total Clients

65

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.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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seminars and consultations

Seminars and consultations

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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William Tremko’s Registration & Firm History

CT

01/15/2003 - Present

USI Advisors (GLASTONBURY CT)

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Licenses & Designations

BC

Issued 04/09/2002

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 06/18/2001

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/16/2009

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/05/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for William Michael Tremko.
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