William Anthony Narduzzi

Current Employers

Employment History

• 10/2001 → 07/2017
  Metropolitan Life Insurance Company
  Eagle Rock, NJ
• 10/2001 → 07/2017
  Metlife Securities, Inc.
  Eagle Rock, NJ
• 03/2017 → 07/2017
  Mml Investors Services, Llc
  Roseland, NJ
• 07/2017 → 08/2023
  Securian Financial Services Inc
  St Paul, MN
• 07/2017 → 08/2023
  Minnesota Life Insurance Co
  St Paul, MN
• 07/2017 → Present
  Allied Wealth Partners
  East Hanover, NJ
• 08/2023 → Present
  Cetera Wealth Services, Llc
  Morristown, NJ
• 01/2024 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2018-02-01 → 2019-03-05
  Securian Financial Services, Inc.
  Morristown, NJ
  St. Paul, MN
• 2017-03-25 → 2017-07-20
  Mml Investors Services, Llc
  Roseland, NJ
• 2006-05-11 → 2017-03-25
  Msi Financial Services, Inc.
  Roseland, NJ
  Short Hills, NJ
  Roseland, NJ
  Roseland, NJ

Other Businesses

1. ALLIED WEALTH PARTNERS POSITION: Independent Contractor NATURE: Fixed Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 07/01/2017 ADDRESS: , Parsipanny NJ , United States DESCRIPTION: Independent Contractor; 2. ST JOHNS ROMAN CATHOLIC CHURCH POSITION: Volunteer NATURE: Trustee INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2005 ADDRESS: , Orange NJ , United States DESCRIPTION: Volunteer; 3. LIBERTY CO. POSITION: Salesperson NATURE: Fixed Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 1 START DATE: 07/01/2022 ADDRESS: 245 South Street, Morristown NJ 07960, United States DESCRIPTION: Partnering with Liberty Co. to manage and grow our group medical/benefits book of business. We are selling a material portion and will retain the balance. we will receive a draw for managing and maintaining the block of business; 4. STRATEGIC BENEFITS GROUP POSITION: Owner NATURE: Fixed Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 15 START DATE: 01/01/2008 ADDRESS: 245 South Street, Morristown NJ 07960, United States DESCRIPTION: Co-owner with Brian Bushwell; 5. SWG PARTNERS LLC POSITION: Owner NATURE: Fixed Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2007 ADDRESS: 245 South Street, Morristown NJ 07960, United States DESCRIPTION: Group Medical/Benefits Sales; 6. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 9/1988; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS 7. NAME OF OTHER BUSINESS: LIFE SETTLEMENT BUSINESS; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: LIFE SETTLEMENT; START DATE: 12/2023; APX NUMBER OF HOURS PER WEEK: VARIES; APX NUMBER OF HOURS DURING TRADING HOURS: VARIES; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SELLS LIFE SETTLEMENTS THROUGH WELCOME FUNDS, INC. & ASHAR GROUP;

Exams

• S63 Uniform Securities Agent State Law Examination
  1991-12-20

Designations

Other Names

• Bill Narduzzi