Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Hall is a financial advisor with Wells Fargo Advisors Financial Network, LLC. William is a licensed advisor in 52 states and the District of Columbia. William has been in the financial services industry for over 18 years, and has experience working with individuals, corporations, and institutions. William has a strong track record of success in providing investment advice and financial planning services.
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.
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2
FL
03/24/2023 - Present
Wells Fargo Advisors Financial Network, LLC (MELBOURNE FL)
FL
03/27/2009 - 03/24/2023
WELLS FARGO CLEARING SERVICES, LLC (MELBOURNE FL)
CT
09/23/2005 - 03/30/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WESTPORT CT)
NJ
12/03/2004 - 10/06/2005
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
BOTH
Issued 01/05/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/08/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/14/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/2013
Series 3 - National Commodity Futures Examination
BC
Issued 12/02/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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