Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Bailey is a financial advisor with over 10 years of experience in the financial services industry. William is currently registered with Vanguard Advisers, Inc. William previously worked at several other firms, including Wells Fargo Advisors, LLC, PNC Investments, and Edward Jones. William holds the Series 7 and Series 66 licenses, as well as the Securities Industry Essentials Examination (SIE). William specializes in providing financial planning, portfolio management, and selection of other advisors services to individuals, families, and businesses. William is committed to providing his clients with personalized financial advice and helping them 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.
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.
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NC
02/18/2021 - Present
Vanguard Advisers, Inc. (Charlotte NC)
NC
02/18/2021 - 09/13/2024
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
VA
04/16/2019 - 01/27/2021
WELLS FARGO CLEARING SERVICES, LLC (DANVILLE VA)
NC
07/18/2016 - 03/09/2018
SCOTTRADE, INC. (GREENSBORO NC)
NC
06/18/2015 - 06/22/2016
PNC INVESTMENTS (GREENSBORO NC)
NC
09/05/2013 - 06/11/2015
WELLS FARGO ADVISORS, LLC (GREENSBORO NC)
NC
09/13/2012 - 04/01/2013
EDWARD JONES (GREENSBORO NC)
BOTH
Issued 10/31/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/09/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/12/2012
Series 7 - General Securities Representative Examination
Active
Inactive
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