William PokorskyCRD Number: 4245888
Current Firm: Transamerica Retirement Advisors, LLC
William Pokorsky (CRD# 4245888) is an Investment Advisor Representative working at Transamerica Retirement Advisors, LLC in Grafton, WI and has over 16 years of experience in the finance industry.
Landaas & Company
Annex Wealth Management, LLC
Robert W. Baird & Company Incorporated
|Transamerica Retirement Solutions||New Franken, WI||Nov 2015 - Current||8|
|Transamerica Investors Securities Corporation||New Franken, WI||Nov 2015 - Current||8|
|Raymond James Financial Services, Inc.||Sturgeon Bay, WI||Jul 2013 - Nov 2015||2|
|Raymond James Financial Services Advisors Inc.||Sturgeon Bay, WI||Jul 2013 - Nov 2015||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 2007|
|S66||NASAA Uniform Combined State Law Examination||Jun 2010|
Total Assets Under Management10,355MILLIONS
Total Number of Accounts147,144ACCOUNTS
Average Account Value$70,371
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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