Unclaimed
William Edward Hair is a financial advisor with over 30 years of experience in the industry. William is currently registered with Alliancebernstein LP, and has previously been affiliated with Sanford C. Bernstein & Co., Inc. and Aetna Financial Services, Inc. William has a broad range of experience providing financial advice to individuals, families, and businesses. William has passed several industry exams, including the Series 6, 7, 31, and 65. William is currently licensed in 31 states and the District of Columbia. In addition to his work as a financial advisor, William is also the 100% owner of W2H Design, an interior design company.
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.
Strategic management for diversified investment portfolios.
Asset allocation
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
CA
07/14/2015 - Present
Alliancebernstein LP (LOS ANGELES CA)
NY
07/03/1990 - 12/07/2000
SANFORD C. BERNSTEIN & CO., INC. (NEW YORK NY)
NA
03/31/1987 - 02/21/1989
AETNA FINANCIAL SERVICES, INC.
NA
08/18/1983 - 12/09/1988
AETNA LIFE INSURANCE AND ANNUITY COMPANY
IA
Issued 06/02/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/28/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/1997
Series 31 - Futures Managed Funds Examination
BC
Issued 08/08/1990
Series 7 - General Securities Representative Examination
BC
Issued 08/14/1987
Series 3 - National Commodity Futures Examination
BC
Issued 08/17/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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