Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Willard? Claim Your ProfileWillard Pease is an Investment Advisor Representative with Wells Fargo Clearing Services, LLC located in GRAND JUNCTION, CO. Willard has over 25 years of experience in the securities industry. Willard has been registered with FINRA since 03/09/1999 and has also held licenses with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Bank of America, N.A. Willard specializes in portfolio management for individuals and businesses, financial planning, pension consulting and selection of other advisors. Willard is licensed in 49 states.
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
CO
05/27/2016 - Present
Wells Fargo Clearing Services, LLC (GRAND JUNCTION CO)
CO
03/10/1999 - 05/31/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (GRAND JUNCTION CO)
BOTH
Issued 03/31/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/24/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/01/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/09/1999
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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