Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Anthony Bresley is a financial advisor with over 30 years of experience in the financial services industry. William is currently registered with Wells Fargo Clearing Services, LLC. William's experience includes working with individual and institutional clients, providing financial planning, investment management, and portfolio management services. Prior to his current role, William was employed by several well-known firms, including BANC of America Investment Services, INC., QUICK & REILLY, INC., and PRUDENTIAL SECURITIES INCORPORATED.
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.
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2
NJ
06/24/2005 - Present
Wells Fargo Clearing Services, LLC (BURLINGTON NJ)
MA
10/20/2004 - 05/16/2005
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NY
09/23/2002 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
NY
12/13/2000 - 09/18/2002
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
PA
10/21/1998 - 12/14/2000
SUMMIT FINANCIAL SERVICES GROUP, INC. (BETHLEHEM PA)
TX
12/03/1997 - 10/21/1998
FISERV INVESTOR SERVICES, INC. (HOUSTON TX)
NY
09/18/1997 - 03/11/1998
DREYFUS FINANCIAL SERVICES CORPORATION (NEW YORK NY)
PA
09/05/1997 - 12/09/1997
DREYFUS INVESTMENT SERVICES CORPORATION (PITTSBURGH PA)
NY
10/31/1995 - 04/25/1997
VTR CAPITAL, INC. (NEW YORK NY)
NY
07/29/1993 - 11/01/1995
L.C. WEGARD & CO., INC. (NEW YORK NY)
IA
Issued 05/23/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/06/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/28/1993
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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