Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Frederick Hudson is a financial advisor with over 30 years of experience in the industry. William currently works for Wells Fargo Clearing Services, LLC. Previously, William worked at several firms including Wells Fargo Investments, LLC, Wells Fargo Brokerage Services, L.L.C., Brenton Investments, Inc. and Piper Jaffray Inc.. William holds several licenses and certifications, including Series 7, Series 63, Series 65 and the SIE exam. William specializes in working with individuals, businesses, corporations, high-net-worth individuals, charitable organizations, insurance companies, investment companies, pension and profit-sharing plans, state or municipal government entities and other types of accounts. William is registered with the following states: Alabama, Arizona, California, Colorado, District of Columbia, Florida, Georgia, Illinois, Indiana, Iowa, Kentucky, Louisiana, Michigan, Minnesota, Missouri, Montana, Nebraska, Nevada, New Mexico, New York, North Carolina, Ohio, Oklahoma, Pennsylvania, South Carolina, South Dakota, Tennessee, Texas, Utah and Washington. William's firm, Wells Fargo Clearing Services, LLC is a large firm with over $10 billion - $50 billion in assets under management.
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
IA
01/03/2011 - Present
Wells Fargo Clearing Services, LLC (WEST DES MOINES IA)
IA
12/13/2000 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (DES MOINES IA)
MN
12/13/2000 - 12/31/2003
WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)
MN
02/13/2001 - 11/30/2001
BRENTON INVESTMENTS, INC. (PLYMOUTH MN)
MN
07/02/1999 - 12/13/2000
WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)
MN
12/18/1992 - 07/22/1999
PIPER JAFFRAY INC. (MINNEAPOLIS MN)
NA
10/10/1991 - 11/16/1992
KINGLAND CAPITAL CORPORATION
IA
Issued 10/20/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/17/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/09/1991
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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