William Deichert

William Deichert

Office Clerk

location of William DeichertPhiladelphia, Pennsylvania, United States

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  • Timeline

  • About me

    Helping Individuals Achieve Their Financial Goals

  • Education

    • Penn State University

      -
      Business
  • Experience

    • Zebley Mehalov & White, P.C.

      May 2016 - Aug 2017
      Office Clerk
    • George R Smalley Company Inc

      May 2019 - Aug 2019
      Intern
    • Tristate Financial Advisors

      Feb 2022 - now

      At Tristate Financial, we've completely reinvented the concept of financial advice to take you and your financial future to a whole new level. Unlike most advisors, we go beyond the traditional focus on your personal and financial life. We also consider an additional, more important driver of your financial picture—your profession. Years of research and experience have taught us that your profession — what you do, where you do it and how you do it — has the greatest influence on your finances and future. That's why we've designed it as the core foundation of our proven Advisory Model. With one of the largest financial networks in the country, our integrated platform of services helps put your financial picture into better focus. Show less

      • District Manager

        Jul 2023 - now
      • Associate Manager

        Feb 2023 - Jul 2023
      • Junior Financial Consultant

        Feb 2022 - Feb 2023
  • Licenses & Certifications

    • Pennsylvania Life, Accident, and Health Exam

      Pennsylvania Insurance Department
    • Series 6

      FINRA
    • Series 63

      FINRA
    • Series 65

      FINRA
    • SIE

      FINRA