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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 Wise is a registered investment advisor representative with Fenimore Asset Management, Inc. William George Wise has been in the securities industry since January 3, 2012. William George Wise holds Series 6, 7TO, 63, 65, and 66 licenses. William George Wise has been registered with Fenimore Asset Management, Inc. since September 27, 2022, and previously worked at John Hancock Funds, LLC, and John Hancock Distributors LLC. William George Wise works in the Albany office of Fenimore Asset Management, Inc. William George Wise has specialized in portfolio management for individuals, businesses, and investment companies and has been providing financial planning, pension consulting, and educational seminars.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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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2
NY
09/27/2022 - Present
Fenimore Asset Management, Inc. (ALBANY NY)
MA
01/07/2011 - 02/23/2015
JOHN HANCOCK FUNDS, LLC (BOSTON MA)
MA
08/10/2010 - 04/05/2011
JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)
BOTH
Issued 01/23/2023
Series 66 - Uniform Combined State Law Examination
IA
Issued 06/05/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/11/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/25/2023
SIE - Securities Industry Essentials Examination
BC
Issued 11/30/2022
Series 7TO - General Securities Representative Examination
BC
Issued 08/09/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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