Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Anthony Larosa is a financial advisor with over 20 years of experience in the industry. William is registered with Morgan Stanley and has been with the firm since January 2012. Prior to joining Morgan Stanley, William was with Merrill Lynch, Pierce, Fenner & Smith Incorporated. William is a Certified Financial Planner and holds a Series 7, Series 31, and Series 66 license. William also holds a license for Securities Industry Essentials Examination. William has a wide range of experience, including managing condo rentals and collecting rent for tenants. William Anthony Larosa provides financial advice to a variety of clients, including individuals, corporations, and charitable organizations. William is committed to providing clients with the best possible service and helping them achieve their financial goals.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
MI
01/06/2012 - Present
Wealthpenn.comllc (Birmingham MI)
MI
01/03/2005 - 01/10/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BLOOMFIELD HILLS MI)
NY
10/16/2001 - 01/04/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 10/29/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/5/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 10/15/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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