Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Bender is an active investment advisor representative with over 38 years of experience in the financial services industry. William is a Registered Representative of Wells Fargo Advisors Financial Network, LLC. William Bender specializes in financial planning, portfolio management, and retirement planning. William has worked for several financial institutions, including Merrill Lynch, Pierce, Fenner & Smith Incorporated, Bank of America, N.A., and Wells Fargo Clearing 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
PA
08/15/2024 - Present
Wells Fargo Advisors Financial Network, LLC (SCRANTON PA)
PA
08/23/2019 - 08/15/2024
WELLS FARGO CLEARING SERVICES, LLC (SCRANTON PA)
PA
07/09/1993 - 08/26/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SCRANTON PA)
NY
01/18/1989 - 07/14/1993
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NA
01/21/1986 - 02/11/1989
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IA
Issued 01/20/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/18/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/23/1993
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/07/1990
Series 3 - National Commodity Futures Examination
BC
Issued 01/18/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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