Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Bozza is a financial professional with over 20 years of experience in the industry. William is currently registered with Chelsea Financial Services and is licensed in Florida, New Jersey, and New York. William holds Series 6 and SIE licenses. William previously held positions with J.P. Morgan Securities LLC and Chase Investment Services Corp.
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.
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.
1
2
NY
11/02/2015 - Present
Chelsea Financial Services (STATEN ISLAND NY)
NY
10/01/2012 - 12/31/2013
J.P. MORGAN SECURITIES LLC (BROOKLYN NY)
NY
12/19/2000 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (BROOKLYN NY)
BC
Issued 01/18/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure William Bozza is the right advisor for you? Invested Better is here to help.
