Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Bravato is an active investment advisor representative registered with Wells Fargo Clearing Services, LLC in Florida. William has been in the financial industry since 1995 and has held positions at both Citigroup Global Markets Inc. and Halpert and Company, Inc. William currently works at the Wells Fargo Clearing Services, LLC branch office in Tampa, Florida. William is a licensed Series 63, 65, 7, and 31. William is also a registered investment advisor in several states, including Alabama, Alaska, Connecticut, Florida, Georgia, Indiana, New Jersey, New Mexico, New York, North Carolina, South Carolina, and West Virginia. William specializes in providing investment advisory services to individuals, businesses, charitable organizations, and corporations.
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
FL
04/24/2009 - Present
Wells Fargo Clearing Services, LLC (TAMPA FL)
FL
09/19/1995 - 05/07/2009
CITIGROUP GLOBAL MARKETS INC. (TAMPA FL)
NJ
01/04/1995 - 08/18/1995
HALPERT AND COMPANY, INC. (MILLBURN NJ)
IA
Issued 10/06/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/27/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/06/1997
Series 31 - Futures Managed Funds Examination
BC
Issued 01/03/1995
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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