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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Dorman is a financial advisor with Janney Montgomery Scott LLC, a firm with over 100 years of experience providing comprehensive financial services to individuals, families, businesses, and institutions. William has been in the industry since 1996 and is registered in multiple states, including New Jersey, Pennsylvania, and Texas. William focuses on providing personalized financial planning and investment management services to clients. William's experience and commitment to providing high-quality financial advice make him a valuable resource for clients seeking to 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.
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
PA
11/15/2016 - Present
Janney Montgomery Scott LLC (PHILADELPHIA PA)
MO
10/01/1999 - 08/16/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NC
01/25/1999 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
PA
05/10/1996 - 01/26/1999
JANNEY MONTGOMERY SCOTT INC. (PHILADELPHIA PA)
BOTH
Issued 08/11/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/24/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/09/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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