Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Gellman is a financial advisor at Vanguard Advisers, Inc. William has been in the financial services industry since 2016. William has worked at a number of firms, including Hornor, Townsend & Kent, LLC., J.W. Cole Financial, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. William is registered with the state of Pennsylvania and holds the Series 66, Series 7, and SIE licenses. William specializes in financial planning, selection of other advisers, portfolio management for businesses, and portfolio management for individuals. William's firm, Vanguard Advisers, Inc., is a subsidiary of the Vanguard Group, Inc., a global investment management company. The firm provides a wide range of investment products and services, including mutual funds, ETFs, and retirement plans.
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.
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.
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.
A percentage of the total value of assets under management is charged.
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2
PA
12/01/2021 - Present
Vanguard Advisers, Inc. (Malvern PA)
PA
01/10/2020 - 11/16/2021
HORNOR, TOWNSEND & KENT, LLC (STATE COLLEGE PA)
PA
11/01/2017 - 06/20/2019
J.W. COLE FINANCIAL, INC. (LANCASTER PA)
MD
06/22/2017 - 10/16/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HUNT VALLEY MD)
PA
06/10/2016 - 05/03/2017
PNC INVESTMENTS (LANCASTER PA)
PA
11/02/2015 - 04/05/2016
EDWARD JONES (YORK PA)
BOTH
Issued 11/20/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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