Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Seth Stolow is a financial advisor with over 17 years of experience in the industry. William is registered with Osaic Wealth, Inc. and The Ameriflex Group in New Jersey. William has a wide range of experience, having worked with Signator Investors, Inc. and David Lerner Associates, Inc. in the past. William is also a Certified Financial Planner and a member of the Mercer County Technical Schools Financial Academy Advisory Committee. William is dedicated to providing comprehensive wealth management, financial planning, and investment advisory services to individuals and families.
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.
A percentage of the total value of assets under management is charged.
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2
NJ
11/02/2018 - Present
Osaic Wealth, Inc. (PENNINGTON NJ)
NJ
04/24/2015 - 11/02/2018
SIGNATOR INVESTORS, INC. (PENNINGTON NJ)
NJ
11/16/2006 - 04/28/2015
DAVID LERNER ASSOCIATES, INC. (PRINCETON NJ)
BOTH
Issued 06/04/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/01/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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