Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Gollihue is a financial advisor with over 30 years of experience in the financial services industry. He is currently registered with Wells Fargo Clearing Services, LLC and provides a range of services including financial planning, portfolio management, and investment consulting services. William has a strong track record of success and a commitment to providing personalized financial advice. William also has experience with Morgan Stanley DW Inc. and Smith Barney Inc. and has obtained licenses for both brokerage and investment advisory 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.
1
2
TN
11/05/2024 - Present
Wells Fargo Clearing Services, LLC (NASHVILLE TN)
NY
11/07/1995 - 04/26/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
12/08/1993 - 11/16/1995
SMITH BARNEY INC. (NEW YORK NY)
IA
Issued 12/29/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/13/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 12/07/1993
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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