Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Bartly Wolf is a financial advisor at Hightower Advisors, LLC. William has been in the financial services industry since 1992 and has a Series 7, Series 6, Series 31, and Series 65 licenses. William provides financial planning, portfolio management, and treasury management services to a variety of clients, including individuals, families, businesses, and institutions. William also has a strong focus on charitable organizations, pension consulting, and the selection of other advisors.
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.
Treasury management for corporate 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.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
NJ
09/26/2014 - Present
Hightower Advisors, LLC (Iselin NJ)
NJ
06/24/1998 - 09/02/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEWARK NJ)
NY
05/28/1996 - 05/26/1998
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NY
05/02/1994 - 05/30/1996
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
07/09/1992 - 01/28/1994
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 06/27/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/10/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 06/07/1994
Series 7 - General Securities Representative Examination
BC
Issued 07/08/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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