Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Bailey is an Investment Advisor Representative at Stenger Family Office, LLC in Naperville, IL. William has 1 year of experience in the securities industry. William is registered with the state of Illinois. William also holds Series 7TO and SIE licenses. Prior to joining Stenger Family Office, LLC, William worked at Morgan Stanley. William is a graduate of Covenant College.
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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IL
06/26/2023 - Present
Stenger Family Office, LLC (NAPERVILLE IL)
IL
03/07/2022 - 04/07/2023
MORGAN STANLEY (Oak Brook IL)
BOTH
Issued 06/28/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/07/2022
Series 7TO - General Securities Representative Examination
BC
Issued 12/11/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
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