Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Detarius? Claim Your ProfileDetarius Williams is a financial advisor with Wells Fargo Clearing Services, LLC in Richmond, TX. Detarius has been in the financial services industry since 2022 and has experience with Wells Fargo Clearing Services, LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Detarius has a Series 66, Series 7TO, and Series 6TO license. They are registered in Texas and hold a securities license through FINRA. Detarius specializes in providing financial planning, investment consulting services, and portfolio management for businesses and individuals.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
TX
01/27/2023 - Present
Wells Fargo Clearing Services, LLC (RICHMOND TX)
TX
08/16/2022 - 12/21/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HOUSTON TX)
TX
02/23/2022 - 06/06/2022
WELLS FARGO CLEARING SERVICES, LLC (HOUSTON TX)
BOTH
Issued 03/18/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/27/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/23/2022
Series 7TO - General Securities Representative Examination
BC
Issued 12/29/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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