WL
William Liberti
from Wealth Effects
William Liberti is a financial advisor based in Massachusetts, Boston,
with 37 years of experience. William currently works for
Wealth Effects.
William maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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William Liberti works at Wealth Effects
Wealth Effects is a financial advisory firm based in Boston, Massachusetts. It currently has approximately $392,911,240 of assets under management and employs about 14 people. Wealth Effects uses a fee structure of and a percentage of assets under your management.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
13 years
Fee structure
and a percentage of assets under your management
Office location
265 Franklin Street, Suite 1702, Boston, Massachusetts, 2110
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