Unclaimed
William Anthony Wolfe is a financial advisor with over 29 years of experience in the industry. William holds a Series 6, 7, 24, 26, and 63 license and is currently registered with FS Investment Solutions, LLC. William is licensed to provide financial advice in 31 states including Alabama, Arkansas, Connecticut, Delaware, District of Columbia, Florida, Georgia, Illinois, Indiana, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, New Hampshire, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, Tennessee, Vermont, Virginia, West Virginia, and Wisconsin. Before joining FS Investment Solutions, LLC, William worked at HARTFORD LIFE DISTRIBUTORS, LLC in Wayne, Pennsylvania.
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.
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.
1
2
PA
10/10/2012 - Present
FS Investment Solutions, LLC (PHILADELPHIA PA)
PA
01/18/1993 - 11/03/2011
HARTFORD LIFE DISTRIBUTORS, LLC (WAYNE PA)
BC
Issued 01/20/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/22/2013
Series 24 - General Securities Principal Examination
BC
Issued 11/24/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/09/2012
Series 7 - General Securities Representative Examination
BC
Issued 01/14/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure William Wolfe is the right advisor for you? Invested Better is here to help.