Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Jonathan Bettis is a registered Investment Advisor Representative with Integrated Wealth Concepts LLC. William has been in the financial services industry since 1987. William has experience in various financial services firms and has also worked as a Registered Representative for several firms. William currently holds a Series 7 General Securities Representative Examination, Series 63 Uniform Securities Agent State Law Examination, and a Series 65 Uniform Investment Adviser Law Examination. William also specializes in providing financial planning, pension consulting and selection of other advisors. William has worked with clients in California, Texas, Oregon, Massachusetts and New York.
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.
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.
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CA
02/06/2023 - Present
Integrated Wealth Concepts LLC (CARLSBAD CA)
NY
04/29/2005 - 04/18/2006
MORGAN STANLEY DW INC. (PURCHASE NY)
MA
10/20/2000 - 05/04/2005
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
MO
02/23/2000 - 11/16/2000
EDWARD JONES (ST. LOUIS MO)
CA
01/01/1999 - 03/13/2000
WM FINANCIAL SERVICES, INC. (IRVINE CA)
NA
10/17/1996 - 01/01/1999
GRIFFIN FINANCIAL SERVICES
CA
07/15/1996 - 10/05/1996
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
NA
09/28/1994 - 07/15/1996
FIRST INTERSTATE INVESTMENTS,INC.
CA
06/09/1995 - 11/16/1995
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
NJ
11/04/1992 - 10/12/1994
PRUCO SECURITIES CORPORATION (NEWARK NJ)
CA
09/22/1987 - 11/15/1990
BARABAN SECURITIES, INC. (LOS ANGELES CA)
IA
Issued 08/09/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/21/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/19/1987
Series 7 - General Securities Representative Examination
Active
Inactive
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