Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Douglas Bruner is a financial advisor with over 40 years of experience in the industry. William is currently registered with Wells Fargo Clearing Services, LLC, and provides financial planning, investment consulting, and portfolio management services to individual and institutional clients. William is a Registered Representative and Investment Advisor Representative in both New Jersey and Vermont. William is also a registered representative in 25 additional states, and an investment advisor representative in two states. In addition to his current role, William has previously held positions at First Union Capital Markets Corp., Butcher & Singer Inc., and First Jersey Securities, Inc. William is dedicated to providing personalized financial guidance and helping clients achieve their financial goals.
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
VT
08/26/2016 - Present
Wells Fargo Clearing Services, LLC (HYDE PARK VT)
NC
01/01/1991 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
NA
05/25/1979 - 01/01/1991
BUTCHER & SINGER INC.
NA
04/24/1978 - 06/14/1979
FIRST JERSEY SECURITIES, INC.
IA
Issued 08/18/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/30/1979
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/15/1978
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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