Unclaimed
William Guthrie Packard is a registered representative with Harris Williams. William has been in the securities industry since October 22, 2010. William has a Series 63, Series 79, SIE, and Series 24. William is registered in Virginia. Prior to joining Harris Williams, William was a registered representative with WELLS FARGO SECURITIES, 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.
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.
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2
VA
04/29/2013 - Present
Harris Williams (RICHMOND VA)
NC
09/15/2010 - 03/22/2013
WELLS FARGO SECURITIES, LLC (CHARLOTTE NC)
BC
Issued 09/16/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/19/2023
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/2010
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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