Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Balleza is a financial advisor associated with Wells Fargo Securities, LLC. William has been in the industry since October 14, 2021 and has a Series 79TO, Series 63 and a SIE. William is registered in North Carolina.
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.
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NC
10/15/2021 - Present
Wells Fargo Securities, LLC (CHARLOTTE NC)
BC
Issued 10/22/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/15/2021
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/06/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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