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William Robert Poff is a financial_advisor professional located in Ocean View, DE. They specialize in financial advisory. With over 23 years of experience, they bring deep expertise to every client.
William Robert Poff - Janney Montgomery Scott Llc holds an active professional license (FINRA CRD) for your protection.
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William Robert Poff is a financial advisor based in Ocean View, Delaware, with 23 years of experience in the financial services industry. He is affiliated with Janney Montgomery Scott LLC and holds a FINRA CRD license (number 1350202), which regulates his practice and ensures compliance with industry standards. His extensive background reflects a long-term commitment to serving clients' financial needs.
William Robert Poff holds a FINRA CRD (Central Registration Depository) license, which means he is registered with the Financial Industry Regulatory Authority. This registration indicates he meets federal requirements to offer investment advice and securities services. FINRA oversight ensures he operates under strict compliance rules, maintains professional standards, and is subject to regulatory examination and disciplinary action if needed. This license is essential for anyone advising clients on stocks, bonds, mutual funds, and other securities.