Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam T Adamski is a financial advisor with over 20 years of experience in the industry. William is currently registered with Vanderbilt Advisory Services and has previously been affiliated with several other firms including Investcorp, Inc., New England Securities, NYLife Securities Inc., and PFS Investments Inc. William is a Series 7, 66 and 24 licensed professional and holds a SIE license as well. William's areas of expertise include portfolio management, financial planning, and fixed insurance products. William has a history of working with high-net-worth individuals, corporations and other businesses, charitable organizations, and pension and profit-sharing plans.
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.
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
PA
07/20/2020 - Present
Vanderbilt Advisory Services (SAYLORSBURG PA)
PA
06/08/2010 - 07/17/2020
INVESTACORP, INC. (SAYLORSBURG PA)
PA
03/30/2005 - 06/14/2010
NEW ENGLAND SECURITIES (BETHLEHEM PA)
NY
01/22/2004 - 04/14/2005
NYLIFE SECURITIES INC. (NEW YORK NY)
MN
02/12/2001 - 12/08/2003
QUESTAR CAPITAL CORPORATION (MINNEAPOLIS MN)
GA
02/07/2001 - 02/14/2001
PFS INVESTMENTS INC. (DULUTH GA)
MN
09/15/2000 - 10/26/2000
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
09/15/2000 - 10/26/2000
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 10/02/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/14/2001
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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