Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Werner is a financial advisor with Vanguard Advisers, Inc. with over 13 years of experience in the industry. William has a Series 7, 6, 63 and 66 licenses. William offers a wide range of financial services to individuals, businesses, and institutions. William is committed to providing personalized financial advice and helping clients achieve their financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
PA
04/11/2023 - Present
Vanguard Advisers, Inc. (MALVERN PA)
PA
09/29/2016 - 08/12/2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (RADNOR PA)
PA
06/10/2015 - 09/19/2016
TD AMERITRADE, INC. (RADNOR PA)
PA
03/28/2012 - 06/10/2014
PNC INVESTMENTS (PHILADELPHIA PA)
NY
08/21/2009 - 06/20/2011
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
NY
12/16/2008 - 07/22/2009
NEW ENGLAND SECURITIES (NEW YORK NY)
BC
Issued 04/07/2023
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 02/12/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/22/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/2012
Series 7 - General Securities Representative Examination
BC
Issued 11/17/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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