Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam John Lopresti is a financial advisor with Wells Fargo Advisors Financial Network, LLC. William has been working in the financial industry since June 1998. William is registered to provide investment advice and securities services in Florida and Texas. He has been with Wells Fargo Advisors Financial Network, LLC since August 2023. Previously, William was with Morgan Stanley from August 2013 to August 2023 and with Wells Fargo Advisors, LLC from December 2005 to August 2013. William holds Series 7, 63 and 65 licenses and is also licensed in multiple states.
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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FL
08/04/2023 - Present
Wells Fargo Advisors Financial Network, LLC (NAPLES FL)
FL
08/02/2013 - 08/11/2023
MORGAN STANLEY (Naples FL)
FL
12/06/2005 - 08/05/2013
WELLS FARGO ADVISORS, LLC (NAPLES FL)
NY
03/22/2004 - 12/06/2005
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
GA
09/03/2003 - 03/15/2004
SUNTRUST SECURITIES, INC. (ATLANTA GA)
NY
07/18/1997 - 10/14/2002
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 02/01/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/25/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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