Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam S. Marbit is a financial advisor with over 17 years of experience in the industry. William is registered with Park Avenue Securities LLC and is licensed to provide investment advice in multiple states. William's specializations include Retirement, Estate Planning, Insurance and Financial Planning. William can also provide educational seminars and selection of other advisors. William is also a licensed insurance agent.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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NJ
07/16/2018 - Present
Park Avenue Securities LLC (PARAMUS NJ)
BOTH
Issued 05/18/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/28/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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