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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Frederick Pedersen is a registered investment advisor representative with Stansberry Asset Management, LLC. William has been in the industry since 1995 and has experience in both the brokerage and advisory fields. William is registered with the state of California as an investment advisor representative and has passed the Series 65 Uniform Investment Adviser Law Examination. William has experience working with clients including high-net-worth individuals, corporations, and pension and profit-sharing plans.
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.
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.
A percentage of the total value of assets under management is charged.
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CA
01/02/2025 - Present
Stansberry Asset Management, LLC (Petaluma CA)
CA
08/28/2014 - 09/14/2016
PAULSON INVESTMENT COMPANY LLC (NOVATO CA)
CA
07/27/2009 - 03/06/2012
ADVANCED EQUITIES, INC. (SAN FRANCISCO CA)
NE
04/19/1999 - 12/11/2002
BANCWEST INVESTMENT SERVICES, INC. (OMAHA NE)
CA
12/16/1997 - 04/06/1999
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
NJ
05/02/1997 - 01/07/1998
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
MI
02/23/1995 - 04/03/1997
OLDE DISCOUNT CORPORATION (DETROIT MI)
IA
Issued 03/17/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/21/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/19/2014
Series 24 - General Securities Principal Examination
BC
Issued 09/14/2016
SIE - Securities Industry Essentials Examination
BC
Issued 04/30/2015
Series 7 - General Securities Representative Examination
BC
Issued 09/08/2009
Series 3 - National Commodity Futures Examination
BC
Issued 02/22/1995
Series 52 - Municipal Securities Representative Examination
Active
Inactive
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