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William Blankenship

Wells Fargo Securities, LLC

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About William Blankenship

William Blankenship is a financial professional with over 16 years of experience in the industry. William is currently registered with Wells Fargo Securities, LLC. William has held previous roles at FINALIS SECURITIES LLC, STILLPOINT CAPITAL, LLC, DEUTSCHE BANK SECURITIES INC. and CITIGROUP GLOBAL MARKETS INC. William has a strong understanding of the financial markets and is committed to providing clients with personalized financial advice.

Firm Information

William Blankenship is currently registered with Wells Fargo Securities, LLC. Wells Fargo Securities, LLC is a Limited Liability Company formed in March 2003. The firm is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

1,325

Total Financial Advisors

Services Offered

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.

Fee Structure

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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William Blankenship’s Registration & Firm History

NC

01/28/2022 - Present

Wells Fargo Securities, LLC (CHARLOTTE NC)

NY

01/08/2021 - 01/07/2022

FINALIS SECURITIES LLC (NEW YORK NY)

FL

07/06/2020 - 01/14/2021

STILLPOINT CAPITAL, LLC (TAMPA FL)

FL

01/15/2015 - 12/23/2019

DEUTSCHE BANK SECURITIES INC. (JACKSONVILLE FL)

NY

07/19/2011 - 01/23/2015

CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)

NY

02/28/2001 - 08/25/2006

CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 09/09/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/26/2013

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 12/15/2020

Series 82TO - Limited Representative-Private Securities Offerings

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/18/2011

Series 79 - Investment Banking Registered Representative Examination

BC

Issued 02/27/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for William Blankenship.
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