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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Carson Bird is a financial advisor with over 26 years of experience in the industry. William Carson Bird has been with Wells Fargo Advisors Financial Network, LLC since February 2014. Previously, William Carson Bird was with Merrill Lynch, Pierce, Fenner & Smith Incorporated, UBS Financial Services Inc., and Morgan Stanley DW Inc. William Carson Bird holds Series 63, 65, 7, 31, and SIE licenses. William Carson Bird is registered to provide financial advisory services in 27 states. William Carson Bird specializes in providing financial advice to high-net-worth individuals, corporations, and other businesses, pension and profit-sharing plans, and charitable organizations.
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
MI
10/14/2024 - Present
Wells Fargo Advisors Financial Network, LLC (FLINT MI)
MI
11/09/2007 - 03/21/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (GRAND BLANC MI)
MI
07/16/2004 - 11/21/2007
UBS FINANCIAL SERVICES INC. (FLINT MI)
NY
08/21/1997 - 07/21/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 09/08/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/26/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/04/1997
Series 31 - Futures Managed Funds Examination
BC
Issued 08/20/1997
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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