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 Vlahoulis is a registered investment advisor representative with Oppenheimer & Co. Inc. and has been working in the financial services industry since 1988. William currently holds Series 3, 7, and 63 licenses and is registered in 15 states. William is a Series 65 licensed investment advisor representative and also has an active Series 65 license in North Carolina. William has previously worked at UBS Financial Services Inc. and Wells Fargo Clearing Services, LLC. William has been involved in the Asheville Greek Festival for six years, serving on both the steering and finance committees. William specializes in retirement planning, portfolio management, and financial planning.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NC
02/02/2018 - Present
Oppenheimer & Co. Inc. (ASHEVILLE NC)
NC
03/25/2010 - 02/01/2018
WELLS FARGO CLEARING SERVICES, LLC (ASHEVILLE NC)
NC
03/18/1992 - 04/08/2010
UBS FINANCIAL SERVICES INC. (ASHEVILLE NC)
NY
07/20/1988 - 03/11/1992
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 04/07/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/21/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/1988
Series 7 - General Securities Representative Examination
BC
Issued 01/20/1983
Series 3 - National Commodity Futures Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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