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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 George Clements is a financial advisor at Parallel Advisors, LLC. William has been in the financial services industry since 1984. William has earned the Series 66, Series 63, Series 31, Series 7 and Series 22 licenses. William has experience working with high-net-worth individuals, pension and profit-sharing plans, corporations, and individuals other than high-net-worth. William's previous employers include BARCLAYS CAPITAL INC., SANFORD C. BERNSTEIN & CO., LLC and COMDISCO CAPITAL MARKETS, INC. William provides financial planning services, pension consulting, selection of other advisors, and portfolio management for businesses and individuals.
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.
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.
A percentage of the total value of assets under management is charged.
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2
CA
02/19/2013 - Present
Parallel Advisors, LLC (SAN FRANCISCO CA)
CA
01/14/2011 - 03/08/2013
BARCLAYS CAPITAL INC. (SAN FRANCISCO CA)
CA
01/01/2005 - 03/29/2011
SANFORD C. BERNSTEIN & CO., LLC (SAN FRANCISCO CA)
NA
06/11/1984 - 01/13/1989
COMDISCO CAPITAL MARKETS, INC.
BOTH
Issued 12/30/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/08/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/05/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 12/22/2004
Series 7 - General Securities Representative Examination
BC
Issued 06/08/1984
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
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