Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Pergola is a financial advisor with over 38 years of experience in the industry. William has a wide range of experience in the financial services industry, including positions at MSI Financial Services, Inc., Metropolitan Life Insurance Company, and MetLife Securities Inc. William is currently registered with MML Investors Services, LLC and is licensed to offer investment advisory services in New York, Florida, Georgia and South Carolina.
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
NY
06/14/2021 - Present
MML Investors Services, LLC (EAST HILLS NY)
NY
05/25/1988 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (EAST HILLS NY)
NY
02/10/1984 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (MELVILLE NY)
BC
Issued 11/14/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/09/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/03/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure William Pergola is the right advisor for you? Invested Better is here to help.
