Verified
William Haydon is a financial advisor with Wells Fargo Advisors Financial Network, LLC. William has been in the financial services industry since 2008, has been with Wells Fargo since 2011 and is registered in Connecticut, Florida, Maine, Massachusetts, New Jersey, New York and North Carolina. William provides investment advisory services to individuals, businesses, charitable organizations, pension and profit-sharing plans, and insurance companies. William is also a registered representative of Wells Fargo and holds the Series 7, Series 24, Series 66 and SIE licenses.
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
CT
02/09/2024 - Present
Wells Fargo Advisors Financial Network, LLC (NEW LONDON CT)
CT
12/09/2011 - 05/06/2021
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (MADISON CT)
CT
04/25/2008 - 12/19/2011
UBS FINANCIAL SERVICES INC. (NEW HAVEN CT)
BOTH
Issued 01/31/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/09/2024
Series 24 - General Securities Principal Examination
BC
Issued 01/09/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/24/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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