Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Bitsimis is a financial advisor currently registered with Wells Fargo Clearing Services, LLC. William has been in the financial services industry since September 1984 and has held prior roles with Morgan Stanley, Citigroup Global Markets Inc., Lehman Brothers Inc., Moseley Securities Corporation, and Equitable Securities of New York, Inc. William is registered in multiple states and holds the Series 3, Series 7, Series 63 and SIE licenses. William specializes in retirement planning, college savings, insurance, and estate planning.
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
CA
01/16/2015 - Present
Wells Fargo Clearing Services, LLC (SAN DIEGO CA)
CA
06/01/2009 - 01/27/2015
MORGAN STANLEY (SAN DIEGO CA)
CA
07/31/1993 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (LA JOLLA CA)
NA
04/27/1988 - 07/31/1993
LEHMAN BROTHERS INC.
NY
09/20/1984 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
11/24/1987 - 02/26/1988
MOSELEY SECURITIES CORPORATION
NA
06/01/1987 - 12/11/1987
EQUITABLE SECURITIES OF NEW YORK,INC.
BC
Issued 05/03/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/27/1988
Series 3 - National Commodity Futures Examination
BC
Issued 09/15/1984
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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