Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Angelos has over 39 years of experience in the financial services industry. William is a Registered Representative of Wells Fargo Clearing Services, LLC and is also a Registered Investment Advisor in both New Jersey and Pennsylvania. William is a licensed Series 7, 9, 10, 63, and 65 professional. William has been with Wells Fargo Advisors LLC since May 2009 and Wells Fargo Clearing Services, LLC since November 2016. Prior to that, William worked for Prudential Securities Incorporated for over 18 years. William provides investment consulting services to both individual and institutional clients.
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
PA
06/21/2016 - Present
Wells Fargo Clearing Services, LLC (WAYNE PA)
NY
08/22/1984 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 06/21/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/24/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/06/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/13/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/1984
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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