William Elzerman, financial advisor Wixom MI
78 score

William Elzerman

CRD Number: 5988728
Current Firm: Primerica Advisors

William Elzerman (CRD# 5988728) is an Investment Advisor Representative working at Primerica Advisors in Wixom, MI and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Pfs Investments Inc. Wixom, MI Oct 2011 - Current 5
Primerica Financial Services Wixom, MI Jun 2011 - Current 5
Unemployed Webberville, MI Sep 2010 - May 2011 < 1
Elzerman Greenhouse Inc. Webberville, MI Jan 2010 - Aug 2010 < 1
Unemployed Webberville, MI Aug 2009 - Dec 2009 < 1
Elzerman Greenhouse Inc. Webberville, MI Jan 1999 - Jul 2009 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2011
S65 NASAA Investment Advisors Law Examination May 2012
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for William L. Elzerman
Phone Number: 800-544-5445
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

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

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BADGES
78

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