Unclaimed
William Anthony Delizza is a financial advisor with Wells Fargo Advisors Financial Network, LLC. William has been in the financial industry since 1989. William has a broad range of experience, working with individuals, corporations, and institutions. William has held previous positions with Smith Barney, Harris Upham & Co., Incorporated, Tucker Anthony Incorporated, PaineWebber Incorporated, First Union Capital Markets Corp. and Wells Fargo Clearing Services, LLC.
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
NJ
07/09/2020 - Present
Wells Fargo Advisors Financial Network, LLC (RED BANK NJ)
NJ
10/01/1999 - 07/09/2020
WELLS FARGO CLEARING SERVICES, LLC (RED BANK NJ)
NC
02/16/1999 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
NJ
06/16/1995 - 02/19/1999
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
MA
10/04/1990 - 06/28/1995
TUCKER ANTHONY INCORPORATED (BOSTON MA)
NY
05/10/1989 - 10/26/1990
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED (NEW YORK NY)
IA
Issued 12/12/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/16/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/1989
Series 7 - General Securities Representative Examination
BC
Issued 07/21/1983
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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