Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Tortorice has been a financial advisor since 2004. William is currently employed by Private Advisor Group, LLC, which is headquartered in Morristown, New Jersey. William holds the Series 6, Series 22, Series 63, and Series 65 licenses. William is registered with the state of Connecticut, Florida, Maine, New York (both as a broker-dealer and investment advisor), North Carolina, Ohio and Texas. William has experience with individuals, high net worth individuals, businesses, corporations, charitable organizations, pension and profit-sharing plans, and insurance companies.
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.
Solicitation/referral
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.
Solicitor/referral fees
1
2
NJ
02/23/2023 - Present
Private Advisor Group, LLC (MORRISTOWN NJ)
NY
11/09/2012 - 03/02/2023
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (ROCHESTER NY)
NY
02/07/2008 - 11/19/2012
LINCOLN FINANCIAL ADVISORS CORPORATION (ROCHESTER NY)
NY
02/27/2004 - 02/08/2008
METLIFE SECURITIES INC. (ROCHESTER NY)
NY
02/27/2004 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (ROCHESTER NY)
IA
Issued 04/24/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/27/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/2016
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 02/13/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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