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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 Collins Tenney is a financial advisor registered with Wells Fargo Clearing Services, LLC. William is a licensed investment advisor representative (IAR) in Texas. William has been in the industry since July 28, 1981, and has been registered with Wells Fargo Clearing Services, LLC since October 23, 2015. Prior to joining Wells Fargo, William worked at Morgan Stanley and Citigroup Global Markets Inc. William holds Series 7, 8, 15, 63, and 65 licenses. He also has the SIE exam. William has experience working with individuals, businesses, corporations, charitable organizations, insurance companies, and pension and profit-sharing plans. He specializes in investment advisory services, financial planning, and portfolio management.
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
TX
10/23/2015 - Present
Wells Fargo Clearing Services, LLC (DALLAS TX)
TX
06/01/2009 - 10/28/2015
MORGAN STANLEY (DALLAS TX)
TX
09/02/2005 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (DALLAS TX)
NY
07/29/1981 - 09/06/2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 11/07/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/04/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/22/1987
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/1985
Series 15 - Foreign Currency Options Examination
BC
Issued 07/18/1981
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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