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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Tolstyka is an investment advisor representative with SPC. William has over 29 years of experience in the financial services industry. William has worked in the financial services industry since 1994. William is registered with the state of Michigan as an investment advisor representative. William is also registered with the state of Texas as an investment advisor representative. William is a licensed investment advisor representative with SPC in both Michigan and Texas. William has passed the Series 63, Series 6, Series 7 and SIE exams. William has been associated with Sigma Financial Corporation and Sigma Planning Corporation in the past. William has provided financial services to high net worth individuals, charitable organizations, individuals other than high net worth, pension and profit-sharing plans, corporations or other businesses, and individuals in the past. William's primary focus is providing financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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.
Consultation services
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.
Seminar attendance fees
1
2
MI
02/13/2023 - Present
SPC (DEARBORN MI)
MA
01/25/1994 - 03/22/1995
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
01/25/1994 - 03/22/1995
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IA
Issued 02/06/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/02/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/30/2005
Series 7 - General Securities Representative Examination
BC
Issued 01/24/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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