Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Richard Witt is a financial advisor with over 30 years of experience in the industry. William Richard Witt is currently registered with Janney Montgomery Scott LLC and has been with the firm since June 2005. Prior to that, William Richard Witt was a registered representative with Kirlin Securities Inc. William Richard Witt holds Series 63, SIE, and Series 7 licenses. William Richard Witt is registered in 18 states and specializes in financial planning, pension consulting, and educational seminars. William Richard Witt offers portfolio management services for individuals and businesses.
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.
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.
Fee plus commission
1
2
NY
06/17/2021 - Present
Janney Montgomery Scott LLC (GARDEN CITY NY)
NY
10/09/1991 - 07/14/2005
KIRLIN SECURITIES INC. (SYOSSET NY)
BC
Issued 11/08/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/07/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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