Unclaimed
William Bradley Witte is a financial advisor with over 15 years of experience in the industry. He has a Series 7 and Series 63 license and is currently registered with Apollo Global Securities, LLC and Athene Securities, LLC. William has previously worked with Grub & Ellis Securities, Inc. and Grub & Ellis Capital Corporation. He is registered in 11 states including Alaska, California, Idaho, Montana, Nevada, North Dakota, Oregon, South Dakota, Utah, Washington, and Wyoming.
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.
1
2
NY
08/16/2024 - Present
Apollo Global Securities, LLC (NEW YORK NY)
CA
02/02/2011 - 01/06/2012
GRUBB & ELLIS CAPITAL CORPORATION (SANTA ANA CA)
CA
11/10/2008 - 08/09/2011
GRUBB & ELLIS SECURITIES, INC. (SANTA ANA CA)
BC
Issued 11/24/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/06/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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