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William Eric Kohlbrenner

Wells Fargo Securities, LLC

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About William Eric Kohlbrenner

William Eric Kohlbrenner is a financial professional registered with Wells Fargo Securities, LLC. William has been in the industry since 2021. William holds the Series 63, SIE, and Series 79TO licenses and is registered in 53 states and territories.

Firm Information

William Kohlbrenner is currently registered with Wells Fargo Securities, LLC. Wells Fargo Securities, LLC is a Limited Liability Company formed in March 2003. The firm is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

1,325

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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William Kohlbrenner’s Registration & Firm History

NC

09/03/2021 - Present

Wells Fargo Securities, LLC (CHARLOTTE NC)

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Licenses & Designations

BC

Issued 07/23/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/03/2021

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 07/10/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for William Eric Kohlbrenner.
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