Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Robert Poff is a financial advisor with Janney Montgomery Scott LLC. William has been in the industry since October 2002 and has worked for a number of reputable firms in the industry. William currently holds registrations in Delaware, Pennsylvania, and Texas, and has previously held registrations in several other states. William offers a range of services including portfolio management for individuals and businesses, financial planning, and pension consulting. William has been with Janney Montgomery Scott LLC since June 2013 and has a wealth of experience in the financial services industry.
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
08/04/2022 - Present
Janney Montgomery Scott LLC (LANCASTER PA)
PA
05/18/2006 - 06/20/2013
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (LANCASTER PA)
PA
02/21/2006 - 06/02/2006
CITIGROUP GLOBAL MARKETS INC. (LANCASTER PA)
MD
01/05/2006 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
PA
08/24/2004 - 01/27/2006
PNC CAPITAL MARKETS LLC (PITTSBURGH PA)
CT
08/16/2002 - 06/08/2004
ABN AMRO INCORPORATED (STAMFORD CT)
BOTH
Issued 08/19/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/09/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure William Poff is the right advisor for you? Invested Better is here to help.
