William Pokorsky is a registered investment advisor, based in Grafton, WI, with 23 years of industry experience.
Location
Grafton, WI
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
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William works part-time as a delivery driver for Door Dash, a food delivery service. He plans to work a few hours per week outside of securities trading hours.
Employment History
Current Registrations
Transamerica Retirement Advisors, LLC
November 2015 - Present · 10 yrs 6 mos
Transamerica Investors Securities, LLCBroker
November 2015 - Present · 10 yrs 6 mos
Transamerica Investors Securities, LLC
November 2015 - Present · 10 yrs 6 mos
Previous Registrations
Raymond James Financial Services Advisors, INC
July 2013 - November 2015 · 2 yrs 4 mos
Raymond James Financial Services, INC.Broker
July 2013 - November 2015 · 2 yrs 4 mos
BMO Harris Financial Advisors, INC
May 2010 - July 2013 · 3 yrs 2 mos
BMO Harris Financial Advisors, INC.Broker
May 2010 - July 2013 · 3 yrs 2 mos
Transamerica Capital, INC.Broker
March 2002 - May 2010 · 8 yrs 2 mos
State Registrations1 state
WI
AdvisorBrokerBoth
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.
Exams
No exam information available for this advisor.