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William Adam Bakow

Chelsea Financial Services

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About William Adam Bakow

William Bakow is a financial professional with over 4 years of experience in the industry. William is currently registered with Chelsea Financial Services and holds Series 6, Series 63 and SIE licenses. Prior to joining Chelsea Financial Services, William was with Allstate Financial Services, LLC in Shelby Township, MI. William is registered in Michigan.

Firm Information

William Bakow is currently registered with Chelsea Financial Services. Chelsea Financial Services is a corporation formed on May 5, 1999. The firm is registered in all 50 states and the District of Columbia, as well as with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

39

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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William Bakow’s Registration & Firm History

NY

02/24/2022 - Present

Chelsea Financial Services (STATEN ISLAND NY)

MI

08/14/2017 - 04/01/2021

ALLSTATE FINANCIAL SERVICES, LLC (Shelby Township MI)

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Licenses & Designations

BC

Issued 09/16/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/12/2017

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 4 public disclosures for William Adam Bakow. Review regulatory record here.
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