Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Christian Wulfers is an Investment Advisor Representative at Edward Jones and has been in the industry since October 12, 2004. William Christian Wulfers is registered with FINRA and the state of Georgia. Wulfers is licensed to offer securities products in Alabama, California, Colorado, Connecticut, Florida, Georgia, Iowa, Kentucky, Louisiana, Maryland, Massachusetts, Michigan, Mississippi, Nevada, New Jersey, New York, Oklahoma, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, Washington and Wyoming. William Christian Wulfers works with individuals, high-net-worth individuals, charitable organizations, corporations, businesses, and pension and profit-sharing plans. William Christian Wulfers is also able to provide financial planning, portfolio management for individuals and businesses, selection of other advisers, and pension consulting services.
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.
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.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
GA
12/18/2018 - Present
Edward Jones (ROSWELL GA)
BOTH
Issued 12/05/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/14/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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