William “Memo” Margolis is a Vice-President with National Planning Corp. He joined the firm in 2007 and is a 33-year veteran of the financial industry.
Memo brings a specialty of financial engineering to his clientele. He uses financial acumen, a variety of skills, and a diverse portfolio with products and services in order to provide clients with true financial independence.
Memo is originally from Mexico and moved to San Francisco in 1987. Prior to joining NPC Financial, Memo worked as a vice president with Bear Steams and was also a Senior V.P. with Prudential Securities.
He holds a B.A. degree in economics and business administration from Franklin and Marshall College and currently holds his series 3, 7, 63, and 66. He also has life and health licenses and is a registered representative and financial advisor with Park Avenue Securities, as well as, a financial representative of Guardian Life.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY.CA Insurance License #0A10808