William M. Potts
Professional summary
William Matthew Potts, who also goes by Will Matthew Potts, is a registered financial professional currently at VALMARK SECURITIES, INC. located in Akron, Ohio.
William is registered as a RR (Registered Representative) and started their career in finance in 2025. William has worked at 2 firms and has passed the Series 63, Series 7TO, Series 6TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view William Matthew Potts's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 26, 2026 - Present
VALMARK SECURITIES, INC.
Office #1: 130 Springside Drive Suite 300, Akron, OH 44333April 2, 2025 - April 13, 2026
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(5/26/2026)
Exams
Series 7TO
Date: 11/8/2025
General Securities Representative ExaminationSeries 6TO
Date: 4/2/2025
Investment Company Products/Variable Contracts Representative ExaminationFINRA
Current Firm
VALMARK SECURITIES, INC.
CRD#: 31243 / SEC#: , 8-45463
Contact information
FINRA licenses (51 States and Territories)
Disclosures
| Regulatory Event | 4 |
Red Flags
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Company Information
VALMARK SECURITIES, INC.
CRD#: 31243Akron, OH 44333TRUST BUT VERIFY
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