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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 Harry Seibold is a financial advisor with over 40 years of experience in the industry. Currently registered with Wells Fargo Advisors Financial Network, LLC, William has held previous roles with Wells Fargo Clearing Services, LLC, Blunt Ellis & Loewi Incorporated, and Thomson McKinnon Securities Inc. William's experience covers various areas, including portfolio management for individuals and businesses, financial planning, and pension consulting. William holds Series 7, 9, 10, 15, 63, and 65 licenses, as well as the SIE. William provides investment consulting services to institutional clients and works with a variety of client types including individuals, high net worth individuals, corporations, and pension and profit-sharing plans.
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
IL
01/06/2017 - Present
Wells Fargo Advisors Financial Network, LLC (OAK BROOK IL)
IL
09/04/1990 - 01/06/2017
WELLS FARGO CLEARING SERVICES, LLC (NAPERVILLE IL)
NA
10/22/1984 - 09/04/1990
BLUNT ELLIS & LOEWI INCORPORATED
NA
03/01/1983 - 10/26/1984
THOMSON MCKINNON SECURITIES INC.
IA
Issued 12/21/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/01/1983
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 05/13/1993
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/1983
Series 15 - Foreign Currency Options Examination
BC
Issued 05/31/1983
Series 5 - Interest Rate Options Examination
BC
Issued 02/19/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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