Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Brandt Wise has been in the financial industry since 1999. William Brandt Wise is currently registered with Charles Schwab & CO., Inc. in Arizona and California. Prior to that, William Brandt Wise was registered with CHASE INVESTMENT SERVICES CORP. in Arizona and with METLIFE SECURITIES INC. in Massachusetts. William Brandt Wise is also registered as an Investment Advisor Representative in Arizona and California.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
AZ
09/23/2008 - Present
Charles Schwab & CO., Inc. (PHOENIX AZ)
AZ
02/10/2006 - 09/11/2007
CHASE INVESTMENT SERVICES CORP. (PHOENIX AZ)
MA
03/29/2005 - 02/09/2006
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
03/29/2005 - 02/09/2006
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
MN
07/01/2002 - 03/31/2005
THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)
MN
06/17/2002 - 07/01/2002
LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)
PA
03/12/2002 - 04/08/2002
VANGUARD MARKETING CORPORATION (MALVERN PA)
PA
05/14/1998 - 12/20/2001
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
BOTH
Issued 10/14/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/08/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/2001
Series 7 - General Securities Representative Examination
BC
Issued 05/09/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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