Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Harold Bleau Jr. is a financial advisor at Charles Schwab & CO., Inc. William has been working in the financial industry since December 2005. William has Series 7, 9, 10, 24, 63, and 66 licenses and is registered with FINRA. William is also registered with the states of Alabama, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, and Wisconsin. William was previously registered with TD AMERITRADE, INC. and SCOTTRADE, INC..
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
VA
02/24/2022 - Present
Charles Schwab & CO., Inc. (Tysons Corner VA)
DC
02/26/2018 - 05/19/2024
TD AMERITRADE, INC. (WASHINGTON DC)
CT
12/07/2005 - 02/26/2018
SCOTTRADE, INC. (MANCHESTER CT)
BOTH
Issued 06/16/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/21/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/16/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/12/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/09/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/06/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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