Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Davis is a financial advisor at Wells Fargo Advisors Financial Network, LLC. William has been in the financial industry since August 2003. William is registered with FINRA and licensed to offer investment advice in 19 states, including California, Illinois, Michigan and North Dakota. William offers a variety of financial services, including portfolio management for individuals and businesses, financial planning, investment consulting services to institutional clients and the selection of other advisors.
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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2
ND
10/04/2021 - Present
Wells Fargo Advisors Financial Network, LLC (BISMARCK ND)
ND
01/01/2008 - 09/30/2021
WELLS FARGO CLEARING SERVICES, LLC (BISMARCK ND)
ND
08/18/2003 - 01/03/2008
A. G. EDWARDS & SONS, INC. (BISMARCK ND)
BOTH
Issued 08/19/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/05/2022
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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