Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Hardegree is a financial advisor with over 30 years of experience in the industry. William currently works at Wells Fargo Advisors Financial Network, LLC. William has been registered with the firm since June 2020. Prior to this, William worked at WELLS FARGO CLEARING SERVICES, LLC from January 2008 to June 2020 and A. G. EDWARDS & SONS, INC. from November 1995 to January 2008. William is a Certified Financial Planner and holds the Series 7, Series 24, Series 63 and SIE licenses.
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.
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FL
06/04/2020 - Present
Wells Fargo Advisors Financial Network, LLC (PONTE VEDRA BEACH FL)
FL
01/01/2008 - 06/04/2020
WELLS FARGO CLEARING SERVICES, LLC (PONTE VEDRA BEACH FL)
GA
11/03/1995 - 01/03/2008
A. G. EDWARDS & SONS, INC. (ALBANY GA)
NY
09/10/1993 - 11/07/1995
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 10/08/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/23/2020
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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