Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Pintaric is a financial professional with over 40 years of experience in the financial services industry. William is currently registered with Fortune Financial Services, Inc. and has held prior positions with Securities America, Inc., SA Stone Wealth Management Inc., and WRP Investments, Inc. William holds a variety of licenses and registrations, including Series 7, 24, 27, 63, 99, and SIE. He is also registered in multiple states, including Ohio, Pennsylvania, Massachusetts, Kentucky, and Florida. William's experience and expertise allow him to provide a wide range of financial services to his clients.
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.
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2
OH
08/09/2021 - Present
Fortune Financial Services, Inc. (North Jackson OH)
OH
01/24/2020 - 08/12/2021
SECURITIES AMERICA, INC. (YOUNGSTOWN OH)
OH
09/12/2014 - 07/01/2019
SA STONE WEALTH MANAGEMENT INC. (YOUNGSTOWN OH)
OH
02/23/1981 - 09/12/2014
WRP INVESTMENTS, INC. (YOUNGSTOWN OH)
BC
Issued 11/24/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/16/1984
Series 27 - Financial and Operations Principal Examination
BC
Issued 07/20/1982
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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