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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 Dale Kline is a financial advisor with Wells Fargo Advisors Financial Network, LLC. William has been in the industry since 2001. William has experience working with Morgan Stanley and Merrill Lynch, Pierce, Fenner & Smith Incorporated, as well as other firms. William has a strong background in financial planning and portfolio management and is registered to provide investment advisory services in several states. William has a Series 3, 7, 9, 10, 66, and SIE license. William is also a registered principal.
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
FL
03/06/2020 - Present
Wells Fargo Advisors Financial Network, LLC (FORT WALTON BEACH FL)
FL
09/13/2010 - 03/10/2020
MORGAN STANLEY (DESTIN FL)
FL
10/17/2001 - 11/18/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FORT WALTON BEACH FL)
BOTH
Issued 10/29/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/05/2011
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/09/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/2011
Series 3 - National Commodity Futures Examination
BC
Issued 10/16/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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