William Masten is a registered investment advisor, based in Pennsville, NJ, with 29 years of industry experience.
Location
170 South Broadway, Pennsville, NJ, 08070
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
William offers securities products through Oak Tree Financial Services, working nearly full-time. He also holds multiple positions at Pennsville National Bank and Penn Bancshares, Inc., dedicating about half his time, and sells term life insurance, spending a few hours per week.
Employment History
Current Registrations
Spc
Parkland Securities, LLCBroker
Previous Registrations
Investment Centers of America, INC.
Investment Centers of America, INC.Broker
Uvest Financial Services Group, INC.
Uvest Financial Services Group, INC.Broker
State Registrations7 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.