William Consolino, financial advisor Paoli PA

William Consolino

CRD Number: 2330944
Current Firm: Mm Ascend Life Investor Services, LLC

William Consolino (CRD# 2330944) is an Investment Advisor Representative working at Mm Ascend Life Investor Services, LLC in Paoli, PA and has over 30 years of experience in the finance industry.

Similar Advisors
Thomas Corcimiglia, financial advisor Paoli PA
Thomas C. Corcimiglia
CRD# 2972218
Lpl Financial LLC
Similar Advisors
Frank Speace, financial advisor Paoli PA
Frank C. Speace
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
Similar Advisors
Mark Abbonizio, financial advisor Paoli PA
Mark D. Abbonizio
CRD# 6180296
Oppenheimer & Company Inc.
Company Name Location Dates Years
Great American Advisors, Inc. Cincinnati, OH May 2017 - Current 6
Great American Insurance Group Cincinnati, OH May 2017 - Current 6
Unemployed Paoli, PA Jan 2016 - May 2017 1
Incapital LLC Boca Raton, FL Oct 2013 - Jan 2016 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1993
S65 NASAA Investment Advisors Law Examination Jun 2009
Contact Info for William L. Consolino
Phone Number: 513-361-9525
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Other
Advisory Services Offered
  • Other
Types of Clients
Registered States

OH

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.