Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ted? Claim Your ProfileTed Hamstra is a financial advisor with William Blair, a firm that has been serving investors for over 80 years. Ted has been in the financial services industry for over 28 years, having previously worked at Merrill Lynch and Citigroup. He is a Series 7 and 63 registered representative and holds the Series 24, 3 and 65 licenses. Ted is an active member of the financial community, and his knowledge of the market, combined with his dedication to his clients, make him a valuable asset to any investor seeking guidance and advice.
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.
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.
Equity research services
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.
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2
CO
07/23/2021 - Present
William Blair (DENVER CO)
CO
04/24/2009 - 07/27/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DENVER CO)
TX
05/29/2007 - 05/14/2009
CITIGROUP GLOBAL MARKETS INC. (HOUSTON TX)
TX
11/22/1994 - 05/29/2007
CITICORP INVESTMENT SERVICES (HOUSTON TX)
IA
Issued 12/21/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/25/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/30/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/05/2011
Series 3 - National Commodity Futures Examination
BC
Issued 11/21/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
NYSE Chicago, Inc.
N
Nasdaq Stock Market
N
New York Stock Exchange
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