Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bill? Claim Your ProfileBill Wysor is a financial advisor with Edward Jones, a firm with over 20,000 employees and approximately $824.99 billion in assets under management. Bill has been in the industry since September 2015. Bill is registered in 14 states and is Series 6, 7, 63 and 65 licensed. Bill specializes in a variety of investment strategies, including individual and business portfolio management, financial planning, and pension consulting. Bill works with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
NC
12/14/2020 - Present
Edward Jones (KERNERSVILLE NC)
NC
11/16/2015 - 09/17/2020
WELLS FARGO CLEARING SERVICES, LLC (KERNERSVILLE NC)
NC
05/05/2015 - 09/29/2015
NYLIFE SECURITIES LLC (CLEMMONS NC)
IA
Issued 12/28/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/22/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/2017
Series 7 - General Securities Representative Examination
BC
Issued 05/05/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Bill Wysor is the right advisor for you? Invested Better is here to help.
