Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Gordon Tuttle is a financial advisor registered with Wells Fargo Clearing Services, LLC. William has been in the industry since March 2005 and is currently registered in Texas and Washington. William is also registered as an investment advisor representative in Texas and Washington. William has been with Wells Fargo Advisors LLC since March 2011. William was previously registered with Chase Investment Services Corp., WAMU Investments, Inc. and Key Investment Services LLC.
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
WA
03/02/2011 - Present
Wells Fargo Clearing Services, LLC (BELLINGHAM WA)
WA
05/02/2009 - 03/02/2011
CHASE INVESTMENT SERVICES CORP. (BELLINGHAM WA)
WA
06/05/2008 - 05/02/2009
WAMU INVESTMENTS, INC. (BELLINGHAM WA)
WA
04/06/2006 - 06/03/2008
KEY INVESTMENT SERVICES LLC (KENT WA)
VT
03/02/2005 - 04/12/2006
EQUITY SERVICES, INC. (MONTPELIER VT)
BOTH
Issued 04/13/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/2005
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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