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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 Guy Recknagle is a financial advisor registered with Wells Fargo Clearing Services, LLC and has been in the industry since January 14, 2009. William Guy Recknagle holds multiple licenses including Series 31, Series 7 and Series 66. William Guy Recknagle is also a Certified Financial Planner. William Guy Recknagle is registered to provide investment advice in 20 states and is an active advisor with both FINRA and the SEC. William Guy Recknagle is currently working with Wells Fargo Clearing Services, LLC in Anchorage, Alaska. William Guy Recknagle previously worked with UBS Financial Services Inc. in Anchorage, Alaska. William Guy Recknagle has provided investment advice to a wide variety of clients including individuals, corporations, charitable organizations, pension and profit sharing plans and investment companies. William Guy Recknagle has a track record of success in helping clients achieve their financial goals. William Guy Recknagle is committed to providing personalized financial advice and exceptional customer service.
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
AK
05/21/2014 - Present
Wells Fargo Clearing Services, LLC (ANCHORAGE AK)
AK
01/15/2009 - 02/18/2014
UBS FINANCIAL SERVICES INC. (ANCHORAGE AK)
BOTH
Issued 03/03/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/2011
Series 31 - Futures Managed Funds Examination
BC
Issued 01/14/2009
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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