Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Gerald Nelkin is a financial advisor with over 20 years of experience in the industry. Currently, William is registered with Tiaa-Cref Individual & Institutional Services, LLC and has been with the firm since 2016. Prior to that, William was with Key Investment Services LLC and LPL Financial LLC. William holds Series 7, 24, 63, 65, and 66 licenses. William offers a variety of financial services including financial planning, portfolio management for individuals, and selection of other advisors.
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.
Compensation from affiliates
1
2
NY
05/25/2021 - Present
Tiaa-Cref Individual & Institutional Services, LLC (ROCHESTER NY)
NY
09/21/2016 - 10/17/2016
KEY INVESTMENT SERVICES LLC (ROCHESTER NY)
NY
06/14/2010 - 09/21/2016
LPL FINANCIAL LLC (FAIRPORT NY)
NY
04/18/2007 - 06/21/2010
UVEST FINANCIAL SERVICES GROUP, INC. (BRIGHTON NY)
NY
04/04/2005 - 03/26/2007
A. G. EDWARDS & SONS, INC. (PITTSFORD NY)
NY
07/16/2003 - 04/05/2005
AXA ADVISORS, LLC (NEW YORK NY)
NY
07/28/1999 - 07/02/2003
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
BOTH
Issued 03/24/2015
Series 66 - Uniform Combined State Law Examination
IA
Issued 07/24/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/07/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/13/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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