Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Belezos is a financial advisor with over 30 years of experience in the industry. William is a Registered Representative and Investment Advisor Representative at Wells Fargo Clearing Services, LLC, which has been in business since 1991. William's services include portfolio management for individuals and businesses, financial planning and pension consulting. He is also registered to offer advisory services in 31 states. William has a broad range of experience advising high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, pension and profit-sharing plans, insurance companies, and charitable organizations.
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
MA
03/09/2018 - Present
Wells Fargo Clearing Services, LLC (BEVERLY MA)
MA
11/09/1999 - 03/20/2009
CITIGROUP GLOBAL MARKETS INC. (DANVERS MA)
MD
12/23/1994 - 12/02/1999
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NY
09/23/1991 - 12/14/1994
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NA
11/21/1994 - 12/13/1994
LEGG MASON WOOD WALKER, INCORPORATED
IA
Issued 03/08/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/03/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/1991
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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