William Dangelo
Founding Partner at Integrated Planning Group
- Role
- Financial Representative at National Life Group
- Location
- Staten Island, NY, US
- LinkedIn followers
- 500 followers
About William Dangelo
I believe that a practice based on high ethical standards is crucial to earning the trust of my clients and the success of my business. When people turn to financial professionals to help them achieve their financial goals and dreams, they are also making an emotional investment in their financial advisor.Specialties: Retirement Planning StrategiesBusiness Owner PlanningGroup BenefitsBusiness Succession PlanningAsset Allocation StrategiesEstate Conservation StrategiesExecutive Benefit StrategiesPhilanthropic Gift StrategiesFamily Protection Mortgage ProtectionCollege Funding strategies529 plansRetirement Planning Asset Allocation StrategiesWealth Accumulation StrategiesEstate Conservation StrategiesBusiness Succession StrategiesExecutive Bonus PlansVoluntary Employee Benefits
Experience
Financial Representative
Dec 2013 — Present · Staten Island, NY, US
William D’Angelo is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. Securities and investment advisory services are offered solely by Equity Services, Inc, Member FINRA/SIPC, 200 Schulz Dr, Suite 125, Red Bank NJ 07701, 84••••••53 National Life Group® is a trade name of National Life Insurance Company (NLIC) and its affiliates. Equity Services, Inc. is a Broker/Dealer and Registered Investment Adviser affiliate of NLIC. William is licensed to sell securities in NY, NJ FL, CA and NC. He is also insurance-licensed in NY, NJ, PA, FL and NC. An “endorsement” of this individual is not a referral of him for investment advisory services. An endorsement of this individual may not be representative of others.TC81•••••14)p
Education
Rutgers University
B.A, Double; Economics, History
2001 — 2005
Skills
- Investments
- Strategic Partnerships
- Individual Pension Plans
- Disability Insurance
- Financial Services
- Executive Protection
- Property & Casualty Insurance
- Equity Capital Markets
- Employee Benefits
- Securities
- Life Insurance
- Finance
- Retirement
- Asset Allocation
- Retirement Planning
- Financial Advisory
- Long Term Care Insurance
- Executive Benefit Strategies
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